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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 | $40,875 | $93,345-56.2% | $119,126-65.7% | $87,485-53.3% |
| Participation rate | 61.8% | 68.7%-7.0pp | 75.8%-14.0pp | 68.9%-7.2pp |
| Annual return | 20.42% | 19.08%+1.3pp | 282.11%-261.7pp | 26.06%-5.6pp |
| Employer contribution / active EE | $1,586 | $3,172-50.0% | $4,034-60.7% | $2,596-38.9% |
| Participant deferral / active EE | $3,433 | $4,099-16.2% | $5,318-35.4% | $4,274-19.7% |
| Admin fee / account holder | $1,763 | $8,039-78.1% | $10,693-83.5% | $7,775-77.3% |