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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 | $34,354 | $78,690-56.3% | $161,489-78.7% | $87,485-60.7% |
| Participation rate | 67.9% | 67.5%+0.4pp | 78.7%-10.8pp | 68.9%-1.1pp |
| Annual return | 18.37% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,976 | $2,588-23.7% | $4,268-53.7% | $2,596-23.9% |
| Participant deferral / active EE | $4,112 | $3,311+24.2% | $5,630-27.0% | $4,274-3.8% |
| Admin fee / account holder | $6,422 | $6,724-4.5% | $16,006-59.9% | $7,775-17.4% |