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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 | $41,373 | $101,798-59.4% | $165,071-74.9% | $80,935-48.9% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.7%-1.9pp |
| Annual return | 34.58% | 16.73%+17.9pp | 70.17%-35.6pp | 35.66%-1.1pp |
| Employer contribution / active EE | $1,764 | $2,954-40.3% | $4,347-59.4% | $2,757-36.0% |
| Participant deferral / active EE | $3,291 | $4,476-26.5% | $6,035-45.5% | $4,299-23.5% |
| Admin fee / account holder | $2,115 | $8,221-74.3% | $12,695-83.3% | $6,924-69.5% |