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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 | $38,555 | $86,298-55.3% | $111,308-65.4% | $85,847-55.1% |
| Participation rate | 66.2% | 73.3%-7.1pp | 77.3%-11.1pp | 69.3%-3.1pp |
| Annual return | 19.55% | 19.99%-0.4pp | 54.67%-35.1pp | 318.61%-299.1pp |
| Employer contribution / active EE | $1,417 | $2,044-30.7% | $2,732-48.1% | $2,565-44.8% |
| Participant deferral / active EE | $5,049 | $3,641+38.7% | $4,487+12.5% | $3,952+27.8% |
| Admin fee / account holder | $1,582 | $8,189-80.7% | $7,965-80.1% | $6,261-74.7% |