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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 | $58,621 | $99,875-41.3% | $146,866-60.1% | $86,983-32.6% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.5%-44.6pp | 69.5%-31.6pp |
| Annual return | 27.77% | 28.10%-0.3pp | 102.85%-75.1pp | 25.83%+1.9pp |
| Employer contribution / active EE | $1,494 | $3,224-53.7% | $4,425-66.2% | $2,584-42.2% |
| Participant deferral / active EE | $4,077 | $6,322-35.5% | $7,759-47.5% | $4,194-2.8% |
| Admin fee / account holder | $1,551 | $7,838-80.2% | $13,620-88.6% | $7,856-80.3% |