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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 | $35,379 | $99,875-64.6% | $146,866-75.9% | $86,983-59.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 19.62% | 28.10%-8.5pp | 102.85%-83.2pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,383 | $3,224-57.1% | $4,425-68.7% | $2,584-46.5% |
| Participant deferral / active EE | $2,490 | $6,322-60.6% | $7,759-67.9% | $4,194-40.6% |
| Admin fee / account holder | $1,375 | $7,838-82.5% | $13,620-89.9% | $7,856-82.5% |