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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 | $36,372 | $47,944-24.1% | $67,834-46.4% | $62,881-42.2% |
| Participation rate | 58.5% | 61.1%-2.5pp | 68.8%-10.3pp | 69.3%-10.8pp |
| Annual return | 21.90% | 11.77%+10.1pp | 138.47%-116.6pp | 20.14%+1.8pp |
| Employer contribution / active EE | $398 | $1,562-74.5% | $2,403-83.4% | $2,281-82.6% |
| Participant deferral / active EE | $3,361 | $2,247+49.6% | $3,160+6.4% | $3,203+4.9% |
| Admin fee / account holder | $7,680 | $3,712+106.9% | $4,622+66.2% | $4,296+78.8% |