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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 | $32,883 | $93,589-64.9% | $135,942-75.8% | $75,181-56.3% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 20.18% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $1,244 | $3,537-64.8% | $4,858-74.4% | $2,671-53.4% |
| Participant deferral / active EE | $3,898 | $6,405-39.1% | $7,759-49.8% | $4,126-5.5% |
| Admin fee / account holder | $9,087 | $6,977+30.2% | $10,764-15.6% | $5,650+60.8% |