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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 | $31,755 | $110,337-71.2% | $102,383-69.0% | $145,877-78.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 20.39% | 24.83%-4.4pp | 24.94%-4.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $998 | $4,216-76.3% | $3,870-74.2% | $4,663-78.6% |
| Participant deferral / active EE | $4,103 | $5,621-27.0% | $5,060-18.9% | $6,691-38.7% |
| Admin fee / account holder | $3,126 | $9,750-67.9% | $8,391-62.7% | $13,402-76.7% |