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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 | $36,734 | $106,923-65.6% | $84,023-56.3% | $152,909-76.0% |
| Participation rate | 62.5% | 75.3%-12.8pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 21.29% | 105.02%-83.7pp | 71.32%-50.0pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,933 | $2,735-29.4% | $1,984-2.6% | $4,764-59.4% |
| Participant deferral / active EE | $7,554 | $4,013+88.3% | $3,239+133.2% | $5,851+29.1% |
| Admin fee / account holder | $2,464 | $8,289-70.3% | $6,102-59.6% | $11,601-78.8% |