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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 | $35,509 | $43,496-18.4% | $161,489-78.0% | $64,340-44.8% |
| Participation rate | 49.0% | 53.5%-4.5pp | 78.7%-29.7pp | 55.2%-6.3pp |
| Annual return | 18.10% | 20.76%-2.7pp | 89.72%-71.6pp | 24.14%-6.0pp |
| Employer contribution / active EE | $1,171 | $1,431-18.1% | $4,268-72.6% | $1,862-37.1% |
| Participant deferral / active EE | $1,570 | $1,996-21.3% | $5,630-72.1% | $2,980-47.3% |
| Admin fee / account holder | $4,131 | $2,330+77.3% | $16,006-74.2% | $3,703+11.6% |