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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 | $40,231 | $55,457-27.5% | $77,361-48.0% | $94,015-57.2% |
| Participation rate | 67.4% | 69.8%-2.4pp | 75.0%-7.5pp | 70.8%-3.4pp |
| Annual return | 12.34% | 15.57%-3.2pp | 1011.54%-999.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,978 | $2,255-12.3% | $2,990-33.9% | $2,790-29.1% |
| Participant deferral / active EE | $4,247 | $3,069+38.4% | $3,911+8.6% | $4,249-0.1% |
| Admin fee / account holder | $1,291 | $4,334-70.2% | $5,894-78.1% | $8,951-85.6% |