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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 | $35,778 | $90,400-60.4% | $186,193-80.8% | $87,485-59.1% |
| Participation rate | 55.8% | 66.2%-10.4pp | 77.1%-21.3pp | 68.9%-13.1pp |
| Annual return | 19.90% | 22.15%-2.2pp | 78.03%-58.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,383 | $2,170-36.3% | $3,918-64.7% | $2,596-46.7% |
| Participant deferral / active EE | $2,787 | $4,330-35.6% | $6,513-57.2% | $4,274-34.8% |
| Admin fee / account holder | $2,858 | $8,673-67.0% | $11,058-74.2% | $7,775-63.2% |