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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 | $64,865 | $83,485-22.3% | $125,192-48.2% | $72,975-11.1% |
| Participation rate | 34.1% | 73.3%-39.2pp | 79.8%-45.7pp | 69.5%-35.4pp |
| Annual return | 34.73% | 25.77%+9.0pp | 43.79%-9.1pp | 81.01%-46.3pp |
| Employer contribution / active EE | $1,038 | $2,346-55.7% | $3,866-73.2% | $2,440-57.5% |
| Participant deferral / active EE | $1,919 | $3,586-46.5% | $4,937-61.1% | $3,608-46.8% |
| Admin fee / account holder | $976 | $5,518-82.3% | $9,704-89.9% | $5,124-80.9% |