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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 | $36,085 | $101,950-64.6% | $125,529-71.3% | $86,983-58.5% |
| Participation rate | 56.9% | 70.2%-13.3pp | 74.7%-17.8pp | 69.5%-12.6pp |
| Annual return | 18.21% | 18.29%-0.1pp | 202.56%-184.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,138 | $2,358-9.3% | $3,058-30.1% | $2,584-17.3% |
| Participant deferral / active EE | $6,500 | $3,862+68.3% | $4,813+35.1% | $4,194+55.0% |
| Admin fee / account holder | $4,681 | $12,791-63.4% | $16,298-71.3% | $7,856-40.4% |