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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 | $34,585 | $73,978-53.2% | $96,515-64.2% | $75,173-54.0% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 31.24% | 26.72%+4.5pp | 35.73%-4.5pp | 160.72%-129.5pp |
| Employer contribution / active EE | $1,421 | $2,931-51.5% | $3,740-62.0% | $2,671-46.8% |
| Participant deferral / active EE | $2,785 | $3,660-23.9% | $4,880-42.9% | $4,126-32.5% |
| Admin fee / account holder | $382 | $5,219-92.7% | $6,735-94.3% | $5,651-93.2% |