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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 | $36,747 | $48,050-23.5% | $96,754-62.0% | $64,340-42.9% |
| Participation rate | 49.5% | 40.6%+9.0pp | 70.3%-20.8pp | 55.2%-5.7pp |
| Annual return | 14.83% | 23.41%-8.6pp | 82.04%-67.2pp | 24.14%-9.3pp |
| Employer contribution / active EE | $1,119 | $1,204-7.0% | $2,679-58.2% | $1,862-39.9% |
| Participant deferral / active EE | $1,684 | $2,191-23.1% | $4,758-64.6% | $2,980-43.5% |
| Admin fee / account holder | $8,957 | $3,741+139.4% | $8,905+0.6% | $3,703+141.9% |