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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 | $38,215 | $65,367-41.5% | $92,915-58.9% | $72,976-47.6% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-8.0pp |
| Annual return | 18.43% | 42.11%-23.7pp | 109.45%-91.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $5,871 | $2,594+126.4% | $3,653+60.7% | $2,440+140.6% |
| Participant deferral / active EE | $1,381 | $3,128-55.8% | $4,238-67.4% | $3,608-61.7% |
| Admin fee / account holder | $10,276 | $4,251+141.7% | $5,796+77.3% | $5,124+100.5% |