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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 | $46,062 | $91,198-49.5% | $178,503-74.2% | $79,856-42.3% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.6pp | 69.6%-10.3pp |
| Annual return | 32.75% | 24.20%+8.5pp | 151.12%-118.4pp | 31.71%+1.0pp |
| Employer contribution / active EE | $2,373 | $3,257-27.1% | $5,011-52.6% | $2,471-4.0% |
| Participant deferral / active EE | $3,779 | $3,237+16.8% | $5,202-27.4% | $3,741+1.0% |
| Admin fee / account holder | $854 | $6,748-87.3% | $13,987-93.9% | $5,306-83.9% |