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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 | $41,960 | $199,109-78.9% | $173,730-75.8% | $154,746-72.9% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 31.28% | 20.02%+11.3pp | 19.96%+11.3pp | 172.34%-141.1pp |
| Employer contribution / active EE | $2,110 | $5,311-60.3% | $4,577-53.9% | $4,379-51.8% |
| Participant deferral / active EE | $3,733 | $7,113-47.5% | $6,326-41.0% | $6,730-44.5% |
| Admin fee / account holder | $501 | $20,916-97.6% | $17,523-97.1% | $14,365-96.5% |