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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 | $35,790 | $116,203-69.2% | $93,621-61.8% | $152,909-76.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 12.41% | 35.96%-23.6pp | 32.76%-20.3pp | 345.46%-333.1pp |
| Employer contribution / active EE | $3,820 | $3,219+18.7% | $2,719+40.5% | $4,764-19.8% |
| Participant deferral / active EE | $1,403 | $4,605-69.5% | $4,070-65.5% | $5,851-76.0% |
| Admin fee / account holder | $994 | $10,751-90.8% | $7,890-87.4% | $11,601-91.4% |