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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 | $36,832 | $122,962-70.0% | $71,585-48.5% | $138,895-73.5% |
| Participation rate | 35.7% | 68.9%-33.1pp | 68.2%-32.4pp | 79.9%-44.2pp |
| Annual return | 18.40% | 37.84%-19.4pp | 59.26%-40.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,945 | $2,620-25.8% | $1,669+16.6% | $4,194-53.6% |
| Participant deferral / active EE | $2,616 | $4,311-39.3% | $2,923-10.5% | $6,396-59.1% |
| Admin fee / account holder | $10,030 | $6,488+54.6% | $4,712+112.9% | $12,562-20.2% |