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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 | $38,906 | $78,027-50.1% | $178,528-78.2% | $80,925-51.9% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.2pp | 67.7%-2.8pp |
| Annual return | 25.64% | 18.09%+7.6pp | 27.11%-1.5pp | 35.65%-10.0pp |
| Employer contribution / active EE | $1,240 | $2,281-45.6% | $3,950-68.6% | $2,756-55.0% |
| Participant deferral / active EE | $3,167 | $4,408-28.1% | $6,278-49.5% | $4,299-26.3% |
| Admin fee / account holder | $1,247 | $7,168-82.6% | $10,419-88.0% | $6,940-82.0% |