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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 | $35,480 | $61,755-42.5% | $97,161-63.5% | $80,911-56.1% |
| Participation rate | 68.8% | 63.5%+5.3pp | 72.7%-3.9pp | 67.6%+1.1pp |
| Annual return | 15.05% | -557.90%+573.0pp | 75.36%-60.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,836 | $1,8350% | $2,723-32.6% | $2,756-33.4% |
| Participant deferral / active EE | $3,616 | $3,026+19.5% | $4,265-15.2% | $4,297-15.9% |
| Admin fee / account holder | $3,235 | $5,166-37.4% | $5,647-42.7% | $6,935-53.3% |