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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 | $36,267 | $91,086-60.2% | $203,872-82.2% | $86,983-58.3% |
| Participation rate | 61.2% | 65.8%-4.6pp | 77.8%-16.6pp | 69.5%-8.3pp |
| Annual return | 21.57% | 22.30%-0.7pp | 85.11%-63.5pp | 25.83%-4.3pp |
| Employer contribution / active EE | $1,950 | $2,063-5.5% | $3,757-48.1% | $2,584-24.6% |
| Participant deferral / active EE | $3,826 | $4,019-4.8% | $6,388-40.1% | $4,194-8.8% |
| Admin fee / account holder | $6,061 | $8,987-32.6% | $11,730-48.3% | $7,856-22.8% |