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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 | $35,567 | $62,592-43.2% | $85,709-58.5% | $85,847-58.6% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.9%-20.6pp | 69.3%-20.0pp |
| Annual return | 12.21% | 23.77%-11.6pp | 21.49%-9.3pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,590 | $1,755-9.4% | $2,619-39.3% | $2,565-38.0% |
| Participant deferral / active EE | $2,965 | $2,802+5.8% | $3,924-24.4% | $3,952-25.0% |
| Admin fee / account holder | $8,798 | $4,643+89.5% | $6,876+28.0% | $6,261+40.5% |