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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 | $81,233-51.7% | $155,567-74.8% | $80,874-51.5% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 16.33% | 33.33%-17.0pp | 64.74%-48.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,348 | $3,101-56.5% | $4,674-71.2% | $2,756-51.1% |
| Participant deferral / active EE | $3,238 | $3,452-6.2% | $5,628-42.5% | $4,297-24.6% |
| Admin fee / account holder | $9,158 | $7,998+14.5% | $15,916-42.5% | $6,935+32.1% |