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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 | $37,882 | $78,707-51.9% | $117,861-67.9% | $70,126-46.0% |
| Participation rate | 65.1% | 73.2%-8.1pp | 79.7%-14.5pp | 69.5%-4.4pp |
| Annual return | 18.39% | 23.30%-4.9pp | 335.11%-316.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,205 | $2,223-0.8% | $3,786-41.8% | $2,343-5.9% |
| Participant deferral / active EE | $3,899 | $3,297+18.2% | $4,482-13.0% | $3,332+17.0% |
| Admin fee / account holder | $1,752 | $5,066-65.4% | $8,021-78.2% | $4,645-62.3% |