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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 | $36,517 | $90,400-59.6% | $186,193-80.4% | $87,485-58.3% |
| Participation rate | 56.8% | 66.2%-9.4pp | 77.1%-20.3pp | 68.9%-12.1pp |
| Annual return | 21.45% | 22.15%-0.7pp | 78.03%-56.6pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,501 | $2,170-30.8% | $3,918-61.7% | $2,596-42.2% |
| Participant deferral / active EE | $2,430 | $4,330-43.9% | $6,513-62.7% | $4,274-43.1% |
| Admin fee / account holder | $2,066 | $8,673-76.2% | $11,058-81.3% | $7,775-73.4% |