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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 | $35,652 | $48,011-25.7% | $63,803-44.1% | $82,637-56.9% |
| Participation rate | 65.9% | 66.6%-0.7pp | 72.7%-6.8pp | 68.1%-2.2pp |
| Annual return | 14.04% | 19.84%-5.8pp | 543.72%-529.7pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,881 | $1,904-1.2% | $2,532-25.7% | $2,552-26.3% |
| Participant deferral / active EE | $2,495 | $2,846-12.4% | $3,843-35.1% | $4,126-39.5% |
| Admin fee / account holder | $4,158 | $3,873+7.3% | $5,196-20.0% | $7,339-43.3% |