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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 | $33,998 | $94,436-64.0% | $115,599-70.6% | $82,637-58.9% |
| Participation rate | 46.9% | 70.4%-23.6pp | 74.3%-27.4pp | 68.1%-21.2pp |
| Annual return | 22.50% | 18.37%+4.1pp | 111.10%-88.6pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,437 | $2,324-38.2% | $2,955-51.4% | $2,552-43.7% |
| Participant deferral / active EE | $1,946 | $3,955-50.8% | $4,889-60.2% | $4,126-52.8% |
| Admin fee / account holder | $1,515 | $10,328-85.3% | $12,841-88.2% | $7,339-79.4% |