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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 | $36,256 | $65,364-44.5% | $92,909-61.0% | $72,975-50.3% |
| Participation rate | 39.7% | 68.3%-28.6pp | 76.0%-36.3pp | 69.5%-29.8pp |
| Annual return | 23.93% | 42.11%-18.2pp | 109.44%-85.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,212 | $2,594-53.3% | $3,653-66.8% | $2,440-50.3% |
| Participant deferral / active EE | $2,224 | $3,128-28.9% | $4,238-47.5% | $3,608-38.3% |
| Admin fee / account holder | $1,200 | $4,251-71.8% | $5,795-79.3% | $5,124-76.6% |