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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 | $58,792 | $78,425-25.0% | $95,956-38.7% | $79,858-26.4% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 18.15% | 19.37%-1.2pp | 91.63%-73.5pp | 31.72%-13.6pp |
| Employer contribution / active EE | $1,926 | $1,945-1.0% | $2,541-24.2% | $2,471-22.1% |
| Participant deferral / active EE | $4,033 | $3,440+17.3% | $4,167-3.2% | $3,740+7.8% |
| Admin fee / account holder | $1,211 | $5,622-78.5% | $6,797-82.2% | $5,306-77.2% |