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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 | $36,711 | $87,733-58.2% | $106,555-65.5% | $85,847-57.2% |
| Participation rate | 57.7% | 71.9%-14.2pp | 76.1%-18.4pp | 69.3%-11.6pp |
| Annual return | 20.09% | 21.86%-1.8pp | 26.80%-6.7pp | 318.61%-298.5pp |
| Employer contribution / active EE | $1,896 | $2,073-8.5% | $2,819-32.8% | $2,565-26.1% |
| Participant deferral / active EE | $5,632 | $3,469+62.3% | $4,399+28.0% | $3,952+42.5% |
| Admin fee / account holder | $1,412 | $6,767-79.1% | $7,408-80.9% | $6,261-77.4% |