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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 | $35,895 | $88,672-59.5% | $105,223-65.9% | $82,448-56.5% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 16.73% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,645 | $3,048-46.0% | $3,689-55.4% | $2,551-35.5% |
| Participant deferral / active EE | $3,469 | $4,036-14.0% | $5,072-31.6% | $4,139-16.2% |
| Admin fee / account holder | $3,696 | $7,146-48.3% | $8,859-58.3% | $7,234-48.9% |