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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 | $37,801 | $101,795-62.9% | $165,100-77.1% | $80,959-53.3% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.7pp | 67.7%+1.3pp |
| Annual return | 15.28% | 16.73%-1.4pp | 70.21%-54.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,833 | $2,954-37.9% | $4,348-57.8% | $2,757-33.5% |
| Participant deferral / active EE | $4,259 | $4,476-4.8% | $6,035-29.4% | $4,300-1.0% |
| Admin fee / account holder | $2,395 | $8,221-70.9% | $12,696-81.1% | $6,925-65.4% |