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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 | $43,749-17.1% | $158,223-77.1% | $65,306-44.5% |
| Participation rate | 53.3% | 56.9%-3.6pp | 79.2%-25.9pp | 57.7%-4.4pp |
| Annual return | 12.68% | 19.41%-6.7pp | 52.09%-39.4pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,216 | $1,497-18.8% | $4,109-70.4% | $1,967-38.2% |
| Participant deferral / active EE | $1,488 | $2,019-26.3% | $5,467-72.8% | $2,959-49.7% |
| Admin fee / account holder | $7,078 | $1,930+266.7% | $16,047-55.9% | $3,480+103.4% |