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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 | $33,536 | $103,392-67.6% | $87,104-61.5% | $152,897-78.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 29.13% | 28.10%+1.0pp | 28.19%+0.9pp | 345.43%-316.3pp |
| Employer contribution / active EE | $1,763 | $3,221-45.3% | $2,521-30.1% | $4,764-63.0% |
| Participant deferral / active EE | $1,854 | $4,778-61.2% | $4,048-54.2% | $5,851-68.3% |
| Admin fee / account holder | $4,460 | $12,194-63.4% | $7,491-40.5% | $11,599-61.5% |