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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 | $36,372 | $76,407-52.4% | $150,298-75.8% | $82,448-55.9% |
| Participation rate | 57.5% | 66.4%-8.9pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 14.33% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $890 | $2,614-66.0% | $4,154-78.6% | $2,551-65.1% |
| Participant deferral / active EE | $2,381 | $3,214-25.9% | $5,453-56.3% | $4,139-42.5% |
| Admin fee / account holder | $6,933 | $6,352+9.1% | $14,116-50.9% | $7,234-4.2% |