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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 | $38,936 | $54,541-28.6% | $78,778-50.6% | $70,124-44.5% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 18.43% | 21.07%-2.6pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,064 | $1,089-2.2% | $1,986-46.4% | $2,342-54.6% |
| Participant deferral / active EE | $2,064 | $2,210-6.6% | $2,958-30.2% | $3,332-38.1% |
| Admin fee / account holder | $840 | $3,709-77.4% | $5,134-83.6% | $4,645-81.9% |