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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 | $40,730 | $88,672-54.1% | $105,223-61.3% | $82,448-50.6% |
| Participation rate | 62.0% | 67.9%-5.9pp | 75.0%-13.0pp | 68.1%-6.1pp |
| Annual return | 16.04% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,768 | $3,048-42.0% | $3,689-52.1% | $2,551-30.7% |
| Participant deferral / active EE | $4,077 | $4,036+1.0% | $5,072-19.6% | $4,139-1.5% |
| Admin fee / account holder | $1,091 | $7,146-84.7% | $8,859-87.7% | $7,234-84.9% |