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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 | $34,462 | $93,589-63.2% | $135,942-74.6% | $75,181-54.2% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 17.30% | 30.90%-13.6pp | 68.28%-51.0pp | 160.69%-143.4pp |
| Employer contribution / active EE | $1,075 | $3,537-69.6% | $4,858-77.9% | $2,671-59.7% |
| Participant deferral / active EE | $5,479 | $6,405-14.5% | $7,759-29.4% | $4,126+32.8% |
| Admin fee / account holder | $4,656 | $6,977-33.3% | $10,764-56.7% | $5,650-17.6% |