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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 | $32,338 | $78,690-58.9% | $161,489-80.0% | $87,485-63.0% |
| Participation rate | 68.2% | 67.5%+0.7pp | 78.7%-10.5pp | 68.9%-0.7pp |
| Annual return | 16.73% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,095 | $2,588-57.7% | $4,268-74.3% | $2,596-57.8% |
| Participant deferral / active EE | $2,573 | $3,311-22.3% | $5,630-54.3% | $4,274-39.8% |
| Admin fee / account holder | $7,191 | $6,724+6.9% | $16,006-55.1% | $7,775-7.5% |