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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 | $31,097 | $48,364-35.7% | $71,796-56.7% | $62,881-50.5% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 7.65% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,040 | $1,042-0.2% | $1,924-46.0% | $2,281-54.4% |
| Participant deferral / active EE | $1,627 | $2,091-22.2% | $2,794-41.8% | $3,203-49.2% |
| Admin fee / account holder | $4,152 | $3,771+10.1% | $4,815-13.8% | $4,296-3.3% |