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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 | $38,729 | $162,322-76.1% | $135,982-71.5% | - |
| Participation rate | 59.6% | 71.5%-11.9pp | 81.9%-22.3pp | - |
| Annual return | 29.21% | 15.59%+13.6pp | 68.32%-39.1pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,859-100.0% | - |
| Participant deferral / active EE | $7,782 | $5,722+36.0% | $7,760+0.3% | - |
| Admin fee / account holder | $4,211 | $23,877-82.4% | $10,767-60.9% | - |