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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 | $41,978 | $93,598-55.2% | $135,974-69.1% | $75,173-44.2% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 19.50% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,968 | $3,538-44.4% | $4,859-59.5% | $2,671-26.3% |
| Participant deferral / active EE | $4,183 | $6,405-34.7% | $7,760-46.1% | $4,126+1.4% |
| Admin fee / account holder | $10,821 | $6,978+55.1% | $10,767+0.5% | $5,651+91.5% |