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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 | $35,068 | $77,908-55.0% | $149,696-76.6% | $75,173-53.4% |
| Participation rate | 65.2% | 65.6%-0.4pp | 78.8%-13.6pp | 67.2%-2.0pp |
| Annual return | 15.86% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,613 | $3,138-48.6% | $4,821-66.5% | $2,671-39.6% |
| Participant deferral / active EE | $1,844 | $3,411-45.9% | $5,682-67.5% | $4,126-55.3% |
| Admin fee / account holder | $7,897 | $5,950+32.7% | $13,212-40.2% | $5,651+39.8% |