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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 | $38,232 | $135,905-71.9% | $126,068-69.7% | $198,609-80.7% |
| Participation rate | 64.3% | 85.6%-21.4pp | 84.7%-20.4pp | 82.4%-18.1pp |
| Annual return | 23.10% | 14.07%+9.0pp | 15.01%+8.1pp | 202.70%-179.6pp |
| Employer contribution / active EE | $1,763 | $4,245-58.5% | $3,968-55.6% | $5,055-65.1% |
| Participant deferral / active EE | $4,932 | $8,523-42.1% | $8,214-40.0% | $6,977-29.3% |
| Admin fee / account holder | $1,119 | $21,036-94.7% | $18,264-93.9% | $19,030-94.1% |