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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 | $40,148 | $96,731-58.5% | $123,973-67.6% | $86,983-53.8% |
| Participation rate | 63.6% | 70.0%-6.4pp | 76.7%-13.0pp | 69.5%-5.9pp |
| Annual return | 18.01% | 17.33%+0.7pp | 388.13%-370.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,832 | $3,297-44.4% | $4,126-55.6% | $2,584-29.1% |
| Participant deferral / active EE | $2,964 | $4,152-28.6% | $5,247-43.5% | $4,194-29.3% |
| Admin fee / account holder | $3,122 | $8,722-64.2% | $11,799-73.5% | $7,856-60.3% |