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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 | $43,685 | $53,128-17.8% | $86,581-49.5% | $70,124-37.7% |
| Participation rate | 65.3% | 65.3%0pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 14.12% | 27.66%-13.5pp | 965.06%-950.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $359 | $2,068-82.6% | $2,840-87.4% | $2,342-84.7% |
| Participant deferral / active EE | $3,134 | $2,695+16.3% | $3,609-13.2% | $3,332-5.9% |
| Admin fee / account holder | $8,425 | $3,584+135.1% | $4,904+71.8% | $4,645+81.4% |