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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 | $35,954 | $76,407-52.9% | $150,298-76.1% | $82,448-56.4% |
| Participation rate | 37.9% | 66.4%-28.5pp | 77.8%-39.8pp | 68.1%-30.1pp |
| Annual return | 17.20% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,970 | $2,614-24.6% | $4,154-52.6% | $2,551-22.8% |
| Participant deferral / active EE | $2,673 | $3,214-16.9% | $5,453-51.0% | $4,139-35.4% |
| Admin fee / account holder | $11,881 | $6,352+87.0% | $14,116-15.8% | $7,234+64.2% |