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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 | $36,845 | $81,334-54.7% | $113,397-67.5% | $64,097-42.5% |
| Participation rate | 45.8% | 65.6%-19.9pp | 76.5%-30.7pp | 55.2%-9.4pp |
| Annual return | 40.54% | 32.50%+8.0pp | 23.20%+17.3pp | 34.64%+5.9pp |
| Employer contribution / active EE | $1,154 | $2,077-44.4% | $2,977-61.2% | $1,891-39.0% |
| Participant deferral / active EE | $2,770 | $3,795-27.0% | $5,076-45.4% | $3,080-10.1% |
| Admin fee / account holder | $2,447 | $4,208-41.8% | $11,957-79.5% | $3,454-29.2% |