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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 | $35,315 | $51,649-31.6% | $124,206-71.6% | $64,097-44.9% |
| Participation rate | 43.1% | 45.2%-2.0pp | 69.6%-26.4pp | 55.2%-12.1pp |
| Annual return | 17.21% | 19.98%-2.8pp | 515.27%-498.1pp | 34.64%-17.4pp |
| Employer contribution / active EE | $988 | $1,057-6.5% | $3,540-72.1% | $1,891-47.8% |
| Participant deferral / active EE | $2,248 | $2,165+3.8% | $3,968-43.3% | $3,080-27.0% |
| Admin fee / account holder | $2,977 | $4,237-29.7% | $5,929-49.8% | $3,454-13.8% |