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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 | $40,049 | $61,816-35.2% | $97,260-58.8% | $80,935-50.5% |
| Participation rate | 63.1% | 63.5%-0.4pp | 72.7%-9.6pp | 67.7%-4.6pp |
| Annual return | 14.15% | -558.73%+572.9pp | 75.54%-61.4pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,470 | $1,836-20.0% | $2,721-46.0% | $2,757-46.7% |
| Participant deferral / active EE | $4,865 | $3,027+60.7% | $4,262+14.2% | $4,299+13.2% |
| Admin fee / account holder | $2,584 | $5,166-50.0% | $5,640-54.2% | $6,924-62.7% |