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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 | $35,201 | $152,460-76.9% | $118,746-70.4% | $147,586-76.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.3%-15.8pp | 82.8%-20.3pp |
| Annual return | 18.50% | 17.41%+1.1pp | 24.54%-6.0pp | 578.59%-560.1pp |
| Employer contribution / active EE | $2,636 | $5,046-47.8% | $4,193-37.1% | $4,876-45.9% |
| Participant deferral / active EE | $4,089 | $6,212-34.2% | $5,332-23.3% | $5,439-24.8% |
| Admin fee / account holder | $2,417 | $16,953-85.7% | $10,720-77.5% | $10,886-77.8% |