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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,415 | $50,947-38.3% | $74,551-57.9% | $64,173-51.0% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | 5.24% | -1.85%+7.1pp | 32.53%-27.3pp | 7.63%-2.4pp |
| Employer contribution / active EE | $1,227 | $1,115+10.0% | $1,961-37.4% | $2,381-48.5% |
| Participant deferral / active EE | $1,250 | $2,302-45.7% | $3,108-59.8% | $3,470-64.0% |
| Admin fee / account holder | $2,212 | $4,221-47.6% | $5,059-56.3% | $4,887-54.7% |