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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 | $35,616 | $78,670-54.7% | $109,173-67.4% | $85,847-58.5% |
| Participation rate | 57.5% | 68.3%-10.8pp | 75.9%-18.4pp | 69.3%-11.8pp |
| Annual return | 16.39% | 25.09%-8.7pp | 25.75%-9.4pp | 318.61%-302.2pp |
| Employer contribution / active EE | $1,860 | $2,734-32.0% | $3,723-50.0% | $2,565-27.5% |
| Participant deferral / active EE | $2,612 | $3,467-24.7% | $4,654-43.9% | $3,952-33.9% |
| Admin fee / account holder | $5,029 | $5,469-8.1% | $6,755-25.6% | $6,261-19.7% |