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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 | $31,909 | $114,013-72.0% | $103,693-69.2% | $155,188-79.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 18.40% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,715 | $3,131-45.2% | $2,920-41.3% | $4,248-59.6% |
| Participant deferral / active EE | $3,726 | $4,970-25.0% | $4,579-18.6% | $6,531-43.0% |
| Admin fee / account holder | $691 | $8,407-91.8% | $7,858-91.2% | $14,480-95.2% |