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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 | $37,877 | $87,132-56.5% | $105,624-64.1% | $80,959-53.2% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.7%-3.7pp |
| Annual return | 27.57% | 17.03%+10.5pp | 116.20%-88.6pp | 35.67%-8.1pp |
| Employer contribution / active EE | $1,535 | $2,397-36.0% | $3,168-51.5% | $2,757-44.3% |
| Participant deferral / active EE | $2,978 | $3,985-25.3% | $5,013-40.6% | $4,300-30.8% |
| Admin fee / account holder | $1,506 | $8,449-82.2% | $10,961-86.3% | $6,925-78.3% |