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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 | $35,980 | $89,259-59.7% | $107,187-66.4% | $82,637-56.5% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 21.37% | 21.02%+0.3pp | 204.55%-183.2pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,325 | $3,080-57.0% | $3,782-65.0% | $2,552-48.1% |
| Participant deferral / active EE | $4,411 | $4,037+9.3% | $5,096-13.4% | $4,126+6.9% |
| Admin fee / account holder | $1,974 | $7,381-73.3% | $9,162-78.5% | $7,339-73.1% |