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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 | $32,622 | $77,920-58.1% | $149,723-78.2% | $75,177-56.6% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | 21.35% | 31.72%-10.4pp | 134.50%-113.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $1,532 | $3,138-51.2% | $4,821-68.2% | $2,671-42.7% |
| Participant deferral / active EE | $3,464 | $3,411+1.5% | $5,682-39.0% | $4,126-16.1% |
| Admin fee / account holder | $6,468 | $5,951+8.7% | $13,215-51.1% | $5,651+14.4% |