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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 | $36,067 | $77,638-53.5% | $156,551-77.0% | $62,881-42.6% |
| Participation rate | 61.2% | 71.2%-10.0pp | 84.0%-22.8pp | 69.3%-8.1pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,585 | $3,444-54.0% | $5,501-71.2% | $2,281-30.5% |
| Participant deferral / active EE | $1,785 | $3,046-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $1,387 | $5,561-75.1% | $13,028-89.4% | $4,296-67.7% |