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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 | $36,039 | $77,962-53.8% | $178,540-79.8% | $80,935-55.5% |
| Participation rate | 60.7% | 65.7%-5.0pp | 77.1%-16.4pp | 67.7%-6.9pp |
| Annual return | 25.61% | 18.10%+7.5pp | 27.15%-1.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $1,345 | $2,280-41.0% | $3,953-66.0% | $2,757-51.2% |
| Participant deferral / active EE | $4,253 | $4,404-3.4% | $6,281-32.3% | $4,299-1.1% |
| Admin fee / account holder | $870 | $7,156-87.8% | $10,424-91.7% | $6,924-87.4% |