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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 | $34,580 | $89,259-61.3% | $107,187-67.7% | $82,637-58.2% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 18.41% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $4,219 | $3,080+37.0% | $3,782+11.5% | $2,552+65.3% |
| Participant deferral / active EE | $4,052 | $4,037+0.4% | $5,096-20.5% | $4,126-1.8% |
| Admin fee / account holder | $2,160 | $7,381-70.7% | $9,162-76.4% | $7,339-70.6% |