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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 | $36,537 | $68,586-46.7% | $120,380-69.6% | $80,911-54.8% |
| Participation rate | 63.9% | 61.6%+2.3pp | 71.9%-8.1pp | 67.6%-3.8pp |
| Annual return | 17.08% | 23.62%-6.5pp | 107.28%-90.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $2,025 | $2,053-1.3% | $3,465-41.6% | $2,756-26.5% |
| Participant deferral / active EE | $4,079 | $3,174+28.5% | $4,992-18.3% | $4,297-5.1% |
| Admin fee / account holder | $1,235 | $5,733-78.5% | $9,421-86.9% | $6,935-82.2% |