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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 | $32,772 | $60,442-45.8% | $96,754-66.1% | $87,485-62.5% |
| Participation rate | 64.9% | 58.7%+6.2pp | 70.3%-5.4pp | 68.9%-4.1pp |
| Annual return | 15.19% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,008 | $1,691-40.4% | $2,679-62.4% | $2,596-61.2% |
| Participant deferral / active EE | $1,750 | $3,280-46.6% | $4,758-63.2% | $4,274-59.0% |
| Admin fee / account holder | $1,676 | $5,069-66.9% | $8,905-81.2% | $7,775-78.4% |