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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 | $34,659 | $73,107-52.6% | $114,563-69.7% | $87,485-60.4% |
| Participation rate | 61.5% | 65.8%-4.2pp | 72.9%-11.4pp | 68.9%-7.4pp |
| Annual return | 16.70% | 19.47%-2.8pp | 241.09%-224.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,842 | $1,881-2.1% | $2,592-28.9% | $2,596-29.0% |
| Participant deferral / active EE | $3,579 | $3,144+13.8% | $4,142-13.6% | $4,274-16.3% |
| Admin fee / account holder | $9,890 | $5,770+71.4% | $7,623+29.7% | $7,775+27.2% |