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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 | $37,873 | $109,782-65.5% | $260,467-85.5% | $94,015-59.7% |
| Participation rate | 42.0% | 67.2%-25.2pp | 80.5%-38.5pp | 70.8%-28.8pp |
| Annual return | 15.40% | 18.60%-3.2pp | 100.60%-85.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,770 | $2,147-17.5% | $4,239-58.2% | $2,790-36.6% |
| Participant deferral / active EE | $3,345 | $4,044-17.3% | $6,319-47.1% | $4,249-21.3% |
| Admin fee / account holder | $7,958 | $11,958-33.5% | $15,461-48.5% | $8,951-11.1% |