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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 | $36,741 | $71,230-48.4% | $93,727-60.8% | $80,959-54.6% |
| Participation rate | 61.2% | 60.4%+0.8pp | 68.7%-7.5pp | 67.7%-6.5pp |
| Annual return | 15.26% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,510 | $1,565-3.5% | $2,421-37.6% | $2,757-45.2% |
| Participant deferral / active EE | $2,549 | $4,037-36.9% | $4,417-42.3% | $4,300-40.7% |
| Admin fee / account holder | $512 | $6,961-92.6% | $8,292-93.8% | $6,925-92.6% |