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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 | $39,307 | $127,273-69.1% | $109,895-64.2% | $167,518-76.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 24.20% | 22.97%+1.2pp | 29.46%-5.3pp | 478.71%-454.5pp |
| Employer contribution / active EE | $2,012 | $3,324-39.5% | $2,843-29.2% | $4,838-58.4% |
| Participant deferral / active EE | $4,044 | $4,515-10.4% | $4,049-0.1% | $6,342-36.2% |
| Admin fee / account holder | $3,260 | $7,117-54.2% | $6,067-46.3% | $12,312-73.5% |