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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 | $35,162 | $61,356-42.7% | $149,696-76.5% | $71,511-50.8% |
| Participation rate | 58.0% | 62.5%-4.5pp | 78.8%-20.8pp | 67.9%-9.9pp |
| Annual return | 18.27% | 35.86%-17.6pp | 134.46%-116.2pp | 28.86%-10.6pp |
| Employer contribution / active EE | $1,597 | $2,382-32.9% | $4,821-66.9% | $2,589-38.3% |
| Participant deferral / active EE | $3,412 | $2,920+16.9% | $5,682-40.0% | $4,291-20.5% |
| Admin fee / account holder | $1,368 | $1,263+8.3% | $13,212-89.6% | $1,588-13.9% |