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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 | $35,048 | $51,638-32.1% | $68,368-48.7% | $82,448-57.5% |
| Participation rate | 63.0% | 63.6%-0.6pp | 73.8%-10.7pp | 68.1%-5.0pp |
| Annual return | 18.53% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,200 | $2,047-41.3% | $2,649-54.7% | $2,551-52.9% |
| Participant deferral / active EE | $4,772 | $2,914+63.8% | $4,123+15.7% | $4,139+15.3% |
| Admin fee / account holder | $1,171 | $4,643-74.8% | $5,150-77.3% | $7,234-83.8% |