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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 | $39,244 | $81,276-51.7% | $155,574-74.8% | $80,925-51.5% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.7%-12.7pp |
| Annual return | 16.33% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,348 | $3,103-56.6% | $4,676-71.2% | $2,756-51.1% |
| Participant deferral / active EE | $3,238 | $3,453-6.2% | $5,629-42.5% | $4,299-24.7% |
| Admin fee / account holder | $9,158 | $7,993+14.6% | $15,914-42.5% | $6,940+32.0% |