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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 | $36,264 | $41,016-11.6% | $152,093-76.2% | $64,097-43.4% |
| Participation rate | 53.3% | 51.3%+1.9pp | 77.8%-24.5pp | 55.2%-1.9pp |
| Annual return | 12.68% | 39.60%-26.9pp | 66.36%-53.7pp | 34.64%-22.0pp |
| Employer contribution / active EE | $1,216 | $1,342-9.4% | $4,175-70.9% | $1,891-35.7% |
| Participant deferral / active EE | $1,488 | $1,927-22.8% | $5,451-72.7% | $3,080-51.7% |
| Admin fee / account holder | $7,078 | $2,305+207.0% | $14,497-51.2% | $3,454+104.9% |