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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 | $35,384 | $97,125-63.6% | $86,233-59.0% | $137,256-74.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 19.02% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,337 | $2,841-53.0% | $2,504-46.6% | $4,156-67.8% |
| Participant deferral / active EE | $2,385 | $5,180-53.9% | $4,559-47.7% | $6,407-62.8% |
| Admin fee / account holder | $2,097 | $9,725-78.4% | $8,342-74.9% | $12,270-82.9% |