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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 | $101,763-62.9% | $164,866-77.1% | $80,874-53.3% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.6pp | 67.6%+1.3pp |
| Annual return | 15.28% | 16.73%-1.4pp | 69.97%-54.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,833 | $2,954-37.9% | $4,343-57.8% | $2,756-33.5% |
| Participant deferral / active EE | $4,259 | $4,477-4.9% | $6,033-29.4% | $4,297-0.9% |
| Admin fee / account holder | $2,395 | $8,228-70.9% | $12,689-81.1% | $6,935-65.5% |