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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 | $38,933 | $93,617-58.4% | $135,982-71.4% | $75,177-48.2% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 18.40% | 30.89%-12.5pp | 68.32%-49.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,582 | $3,538-55.3% | $4,859-67.4% | $2,671-40.8% |
| Participant deferral / active EE | $7,407 | $6,406+15.6% | $7,760-4.6% | $4,126+79.5% |
| Admin fee / account holder | $2,077 | $6,980-70.2% | $10,767-80.7% | $5,651-63.3% |