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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 | $36,407 | $78,690-53.7% | $161,489-77.5% | $87,485-58.4% |
| Participation rate | 67.9% | 67.5%+0.4pp | 78.7%-10.8pp | 68.9%-1.1pp |
| Annual return | 15.79% | 32.74%-17.0pp | 89.72%-73.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $914 | $2,588-64.7% | $4,268-78.6% | $2,596-64.8% |
| Participant deferral / active EE | $2,012 | $3,311-39.2% | $5,630-64.3% | $4,274-52.9% |
| Admin fee / account holder | $4,992 | $6,724-25.8% | $16,006-68.8% | $7,775-35.8% |