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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 | $39,170 | $75,541-48.1% | $152,093-74.2% | $82,637-52.6% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 15.04% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,401 | $2,622-46.6% | $4,175-66.4% | $2,552-45.1% |
| Participant deferral / active EE | $2,398 | $3,206-25.2% | $5,451-56.0% | $4,126-41.9% |
| Admin fee / account holder | $4,691 | $6,405-26.8% | $14,497-67.6% | $7,339-36.1% |