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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 | $34,823 | $77,638-55.1% | $156,551-77.8% | $62,881-44.6% |
| Participation rate | 62.2% | 71.2%-9.0pp | 84.0%-21.8pp | 69.3%-7.1pp |
| Annual return | 5.23% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,724 | $3,444-49.9% | $5,501-68.7% | $2,281-24.4% |
| Participant deferral / active EE | $3,556 | $3,046+16.8% | $4,871-27.0% | $3,203+11.0% |
| Admin fee / account holder | $4,059 | $5,561-27.0% | $13,028-68.8% | $4,296-5.5% |