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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 | $33,588 | $97,648-65.6% | $121,663-72.4% | $87,485-61.6% |
| Participation rate | 60.0% | 70.5%-10.5pp | 74.5%-14.5pp | 68.9%-8.9pp |
| Annual return | 19.28% | 18.03%+1.3pp | 147.54%-128.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,783 | $2,300-22.5% | $3,020-41.0% | $2,596-31.3% |
| Participant deferral / active EE | $3,375 | $3,923-14.0% | $4,887-30.9% | $4,274-21.0% |
| Admin fee / account holder | $536 | $11,100-95.2% | $14,289-96.2% | $7,775-93.1% |