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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 | $33,903 | $72,273-53.1% | $101,275-66.5% | $79,856-57.5% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 36.31% | 22.30%+14.0pp | 46.48%-10.2pp | 31.71%+4.6pp |
| Employer contribution / active EE | $1,213 | $2,691-54.9% | $3,660-66.9% | $2,471-50.9% |
| Participant deferral / active EE | $2,153 | $3,282-34.4% | $4,371-50.7% | $3,741-42.4% |
| Admin fee / account holder | $871 | $4,401-80.2% | $5,948-85.4% | $5,306-83.6% |