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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 | $36,686 | $116,434-68.5% | $65,583-44.1% | $139,487-73.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 18.49% | 31.34%-12.9pp | 47.46%-29.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,162 | $2,602-16.9% | $1,692+27.8% | $4,755-54.5% |
| Participant deferral / active EE | $3,296 | $4,245-22.4% | $2,833+16.3% | $6,713-50.9% |
| Admin fee / account holder | $1,066 | $6,696-84.1% | $4,112-74.1% | $11,407-90.7% |