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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 | $40,518 | $83,369-51.4% | $105,223-61.5% | $67,986-40.4% |
| Participation rate | 60.0% | 56.3%+3.7pp | 75.0%-15.0pp | 57.2%+2.8pp |
| Annual return | 21.80% | 24.64%-2.8pp | 180.65%-158.9pp | 31.67%-9.9pp |
| Employer contribution / active EE | $955 | $2,541-62.4% | $3,689-74.1% | $2,019-52.7% |
| Participant deferral / active EE | $3,059 | $3,295-7.2% | $5,072-39.7% | $3,358-8.9% |
| Admin fee / account holder | $1,589 | $4,073-61.0% | $8,859-82.1% | $3,203-50.4% |