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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 | $36,738 | $85,060-56.8% | $70,565-47.9% | $139,487-73.7% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 11.36% | 30.39%-19.0pp | 32.79%-21.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $1,835 | $3,912-53.1% | $2,976-38.3% | $4,755-61.4% |
| Participant deferral / active EE | $4,392 | $5,891-25.5% | $4,568-3.9% | $6,713-34.6% |
| Admin fee / account holder | $13,255 | $8,932+48.4% | $6,430+106.2% | $11,407+16.2% |