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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 | $42,384 | $78,707-46.1% | $117,861-64.0% | $70,126-39.6% |
| Participation rate | 63.2% | 73.2%-10.0pp | 79.7%-16.4pp | 69.5%-6.3pp |
| Annual return | 20.04% | 23.30%-3.3pp | 335.11%-315.1pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,828 | $2,223-17.8% | $3,786-51.7% | $2,343-22.0% |
| Participant deferral / active EE | $2,480 | $3,297-24.8% | $4,482-44.7% | $3,332-25.6% |
| Admin fee / account holder | $329 | $5,066-93.5% | $8,021-95.9% | $4,645-92.9% |