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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 | $41,373 | $101,752-59.3% | $164,928-74.9% | $80,911-48.9% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.6%-1.9pp |
| Annual return | 34.58% | 16.73%+17.9pp | 70.08%-35.5pp | 35.63%-1.0pp |
| Employer contribution / active EE | $1,764 | $2,953-40.3% | $4,343-59.4% | $2,756-36.0% |
| Participant deferral / active EE | $3,291 | $4,477-26.5% | $6,034-45.5% | $4,297-23.4% |
| Admin fee / account holder | $2,115 | $8,218-74.3% | $12,684-83.3% | $6,935-69.5% |