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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 | $31,285 | $79,961-60.9% | $98,462-68.2% | $75,177-58.4% |
| Participation rate | 35.8% | 70.4%-34.6pp | 75.2%-39.4pp | 67.2%-31.4pp |
| Annual return | 32.60% | 19.75%+12.9pp | 21.17%+11.4pp | 160.75%-128.2pp |
| Employer contribution / active EE | $1,562 | $2,264-31.0% | $3,049-48.8% | $2,671-41.5% |
| Participant deferral / active EE | $2,675 | $3,753-28.7% | $4,738-43.5% | $4,126-35.2% |
| Admin fee / account holder | $728 | $6,842-89.4% | $8,875-91.8% | $5,651-87.1% |