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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 | $35,747 | $52,279-31.6% | $89,414-60.0% | $79,852-55.2% |
| Participation rate | 54.3% | 57.5%-3.2pp | 68.0%-13.6pp | 69.6%-15.3pp |
| Annual return | 25.75% | 22.16%+3.6pp | 245.50%-219.8pp | 31.72%-6.0pp |
| Employer contribution / active EE | $1,536 | $1,572-2.2% | $2,586-40.6% | $2,471-37.8% |
| Participant deferral / active EE | $2,246 | $2,740-18.0% | $3,890-42.3% | $3,740-39.9% |
| Admin fee / account holder | $1,029 | $3,356-69.3% | $4,883-78.9% | $5,306-80.6% |