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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 | $57,956 | $76,696-24.4% | $96,515-40.0% | $71,511-19.0% |
| Participation rate | 37.4% | 66.6%-29.2pp | 74.3%-37.0pp | 67.9%-30.6pp |
| Annual return | 15.94% | 48.32%-32.4pp | 35.73%-19.8pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,185 | $3,032-60.9% | $3,740-68.3% | $2,589-54.2% |
| Participant deferral / active EE | $2,333 | $3,770-38.1% | $4,880-52.2% | $4,291-45.6% |
| Admin fee / account holder | $8,213 | $2,030+304.6% | $6,735+21.9% | $1,588+417.1% |