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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 | $61,069 | $72,027-15.2% | $185,861-67.1% | $79,856-23.5% |
| Participation rate | 36.8% | 65.8%-29.0pp | 78.0%-41.3pp | 69.6%-32.9pp |
| Annual return | 32.53% | 23.13%+9.4pp | 35.96%-3.4pp | 31.71%+0.8pp |
| Employer contribution / active EE | $767 | $1,965-61.0% | $4,088-81.2% | $2,471-69.0% |
| Participant deferral / active EE | $1,884 | $3,780-50.2% | $5,634-66.6% | $3,741-49.6% |
| Admin fee / account holder | $1,291 | $4,513-71.4% | $9,503-86.4% | $5,306-75.7% |