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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 | $38,947 | $89,364-56.4% | $141,177-72.4% | $72,983-46.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 21.20% | 111.86%-90.7pp | 71.40%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,863 | $3,115-40.2% | $4,736-60.7% | $2,440-23.6% |
| Participant deferral / active EE | $3,010 | $5,419-44.5% | $6,710-55.1% | $3,608-16.6% |
| Admin fee / account holder | $2,694 | $5,959-54.8% | $10,263-73.8% | $5,124-47.4% |