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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 | $37,943 | $84,236-55.0% | $170,435-77.7% | $70,126-45.9% |
| Participation rate | 55.3% | 70.8%-15.6pp | 83.6%-28.3pp | 69.5%-14.3pp |
| Annual return | 22.47% | 23.06%-0.6pp | 205.94%-183.5pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,106 | $3,387-37.8% | $5,432-61.2% | $2,343-10.1% |
| Participant deferral / active EE | $2,174 | $3,086-29.6% | $4,939-56.0% | $3,332-34.8% |
| Admin fee / account holder | $1,003 | $5,698-82.4% | $13,881-92.8% | $4,645-78.4% |