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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 | $50,554-20.4% | $67,681-40.6% | $87,485-54.0% |
| Participation rate | 67.4% | 67.7%-0.3pp | 73.7%-6.3pp | 68.9%-1.5pp |
| Annual return | 12.34% | 17.81%-5.5pp | 590.58%-578.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,978 | $1,988-0.5% | $2,678-26.2% | $2,596-23.8% |
| Participant deferral / active EE | $4,247 | $2,961+43.4% | $3,976+6.8% | $4,274-0.6% |
| Admin fee / account holder | $1,291 | $4,132-68.8% | $6,100-78.8% | $7,775-83.4% |