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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 | $41,837 | $88,672-52.8% | $105,223-60.2% | $82,448-49.3% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 13.31% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,817 | $3,048-40.4% | $3,689-50.7% | $2,551-28.8% |
| Participant deferral / active EE | $3,303 | $4,036-18.2% | $5,072-34.9% | $4,139-20.2% |
| Admin fee / account holder | $11,083 | $7,146+55.1% | $8,859+25.1% | $7,234+53.2% |