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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 | $37,873 | $58,311-35.0% | $81,882-53.7% | $80,959-53.2% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 13.89% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,752 | $2,347-25.3% | $2,916-39.9% | $2,757-36.5% |
| Participant deferral / active EE | $3,935 | $3,287+19.7% | $4,323-9.0% | $4,300-8.5% |
| Admin fee / account holder | $1,260 | $4,752-73.5% | $7,360-82.9% | $6,925-81.8% |