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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 | $35,963 | $91,198-60.6% | $178,503-79.9% | $79,856-55.0% |
| Participation rate | 42.6% | 69.2%-26.6pp | 81.9%-39.3pp | 69.6%-27.0pp |
| Annual return | 18.20% | 24.20%-6.0pp | 151.12%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,095 | $3,257-66.4% | $5,011-78.2% | $2,471-55.7% |
| Participant deferral / active EE | $1,651 | $3,237-49.0% | $5,202-68.3% | $3,741-55.9% |
| Admin fee / account holder | $1,158 | $6,748-82.8% | $13,987-91.7% | $5,306-78.2% |