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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 | $41,038 | $71,215-42.4% | $93,696-56.2% | $80,935-49.3% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.7%-8.3pp |
| Annual return | 10.26% | 11.27%-1.0pp | 133.74%-123.5pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,233 | $1,565-21.2% | $2,422-49.1% | $2,757-55.3% |
| Participant deferral / active EE | $3,108 | $4,037-23.0% | $4,417-29.6% | $4,299-27.7% |
| Admin fee / account holder | $372 | $6,958-94.7% | $8,287-95.5% | $6,924-94.6% |