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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 | $34,540 | $81,276-57.5% | $155,574-77.8% | $80,925-57.3% |
| Participation rate | 51.6% | 66.2%-14.6pp | 78.2%-26.6pp | 67.7%-16.0pp |
| Annual return | 13.89% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,834 | $3,103-40.9% | $4,676-60.8% | $2,756-33.5% |
| Participant deferral / active EE | $4,122 | $3,453+19.4% | $5,629-26.8% | $4,299-4.1% |
| Admin fee / account holder | $2,847 | $7,993-64.4% | $15,914-82.1% | $6,940-59.0% |