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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 | $38,060 | $95,404-60.1% | $113,397-66.4% | $82,637-53.9% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.5%-11.4pp | 68.1%-2.9pp |
| Annual return | 43.30% | 19.08%+24.2pp | 23.20%+20.1pp | 53.51%-10.2pp |
| Employer contribution / active EE | $2,142 | $2,307-7.1% | $2,977-28.0% | $2,552-16.1% |
| Participant deferral / active EE | $3,744 | $4,220-11.3% | $5,076-26.3% | $4,126-9.3% |
| Admin fee / account holder | $1,994 | $9,168-78.3% | $11,957-83.3% | $7,339-72.8% |