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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 | $51,125 | $56,918-10.2% | $182,558-72.0% | $65,186-21.6% |
| Participation rate | 34.7% | 66.5%-31.8pp | 78.0%-43.3pp | 70.2%-35.5pp |
| Annual return | 23.81% | 27.67%-3.9pp | 148.59%-124.8pp | 29.39%-5.6pp |
| Employer contribution / active EE | $1,011 | $1,615-37.4% | $4,076-75.2% | $2,177-53.6% |
| Participant deferral / active EE | $2,442 | $3,526-30.7% | $5,526-55.8% | $3,514-30.5% |
| Admin fee / account holder | $1,012 | $531+90.6% | $8,594-88.2% | $847+19.5% |