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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 | $37,336 | $65,034-42.6% | $90,970-59.0% | $79,856-53.2% |
| Participation rate | 58.0% | 61.6%-3.6pp | 69.0%-11.0pp | 69.6%-11.6pp |
| Annual return | 24.96% | 30.45%-5.5pp | 134.60%-109.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,102 | $1,247-11.7% | $2,122-48.1% | $2,471-55.4% |
| Participant deferral / active EE | $1,734 | $2,512-31.0% | $3,373-48.6% | $3,741-53.6% |
| Admin fee / account holder | $1,157 | $4,536-74.5% | $5,961-80.6% | $5,306-78.2% |