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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 | $87,060-56.6% | $105,591-64.2% | $80,911-53.3% |
| Participation rate | 45.5% | 70.4%-25.0pp | 75.3%-29.8pp | 67.6%-22.2pp |
| Annual return | 30.75% | 17.05%+13.7pp | 116.43%-85.7pp | 35.63%-4.9pp |
| Employer contribution / active EE | $1,188 | $2,396-50.4% | $3,166-62.5% | $2,756-56.9% |
| Participant deferral / active EE | $1,908 | $3,986-52.1% | $5,008-61.9% | $4,297-55.6% |
| Admin fee / account holder | $2,217 | $8,442-73.7% | $11,024-79.9% | $6,935-68.0% |