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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 | $37,752 | $87,132-56.7% | $105,624-64.3% | $80,959-53.4% |
| Participation rate | 45.5% | 70.4%-25.0pp | 75.3%-29.8pp | 67.7%-22.2pp |
| Annual return | 30.75% | 17.03%+13.7pp | 116.20%-85.5pp | 35.67%-4.9pp |
| Employer contribution / active EE | $1,188 | $2,397-50.4% | $3,168-62.5% | $2,757-56.9% |
| Participant deferral / active EE | $1,908 | $3,985-52.1% | $5,013-61.9% | $4,300-55.6% |
| Admin fee / account holder | $2,217 | $8,449-73.8% | $10,961-79.8% | $6,925-68.0% |