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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 | $33,413 | $70,418-52.6% | $96,570-65.4% | $85,847-61.1% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 13.35% | 18.59%-5.2pp | 37.79%-24.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $2,147 | $1,413+51.9% | $2,357-8.9% | $2,565-16.3% |
| Participant deferral / active EE | $6,012 | $2,894+107.7% | $3,849+56.2% | $3,952+52.1% |
| Admin fee / account holder | $5,354 | $4,995+7.2% | $6,182-13.4% | $6,261-14.5% |