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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 | $39,997 | $58,828-32.0% | $78,002-48.7% | $62,881-36.4% |
| Participation rate | 65.6% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.7pp |
| Annual return | 8.04% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,256 | $1,672-24.9% | $2,470-49.2% | $2,281-44.9% |
| Participant deferral / active EE | $1,596 | $2,686-40.6% | $3,497-54.4% | $3,203-50.2% |
| Admin fee / account holder | $6,576 | $4,393+49.7% | $5,481+20.0% | $4,296+53.1% |