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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 | $35,540 | $114,013-68.8% | $103,693-65.7% | $155,188-77.1% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.4pp | 80.8%-16.5pp |
| Annual return | 10.53% | 49.31%-38.8pp | 47.61%-37.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $764 | $3,131-75.6% | $2,920-73.8% | $4,248-82.0% |
| Participant deferral / active EE | $4,550 | $4,970-8.4% | $4,579-0.6% | $6,531-30.3% |
| Admin fee / account holder | $4,651 | $8,407-44.7% | $7,858-40.8% | $14,480-67.9% |