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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 | $38,727 | $77,908-50.3% | $149,696-74.1% | $75,173-48.5% |
| Participation rate | 51.1% | 65.6%-14.5pp | 78.8%-27.7pp | 67.2%-16.1pp |
| Annual return | 16.46% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,155 | $3,138-63.2% | $4,821-76.0% | $2,671-56.7% |
| Participant deferral / active EE | $2,495 | $3,411-26.8% | $5,682-56.1% | $4,126-39.5% |
| Admin fee / account holder | $6,935 | $5,950+16.6% | $13,212-47.5% | $5,651+22.7% |