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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 | $33,099 | $87,132-62.0% | $105,624-68.7% | $80,959-59.1% |
| Participation rate | 66.0% | 70.4%-4.5pp | 75.3%-9.3pp | 67.7%-1.7pp |
| Annual return | 18.12% | 17.03%+1.1pp | 116.20%-98.1pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,545 | $2,397-35.5% | $3,168-51.2% | $2,757-44.0% |
| Participant deferral / active EE | $3,504 | $3,985-12.1% | $5,013-30.1% | $4,300-18.5% |
| Admin fee / account holder | $2,293 | $8,449-72.9% | $10,961-79.1% | $6,925-66.9% |