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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 | $37,912 | $77,908-51.3% | $149,696-74.7% | $75,173-49.6% |
| Participation rate | 67.1% | 65.6%+1.5pp | 78.8%-11.7pp | 67.2%-0.1pp |
| Annual return | 18.15% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,425 | $3,138-54.6% | $4,821-70.4% | $2,671-46.6% |
| Participant deferral / active EE | $2,218 | $3,411-35.0% | $5,682-61.0% | $4,126-46.3% |
| Admin fee / account holder | $454 | $5,950-92.4% | $13,212-96.6% | $5,651-92.0% |