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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 | $33,960 | $91,179-62.8% | $178,499-81.0% | $79,852-57.5% |
| Participation rate | 59.3% | 69.2%-9.9pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 15.36% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,332 | $3,256-59.1% | $5,011-73.4% | $2,471-46.1% |
| Participant deferral / active EE | $3,280 | $3,236+1.4% | $5,202-37.0% | $3,740-12.3% |
| Admin fee / account holder | $601 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |