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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 | $40,339 | $88,672-54.5% | $105,223-61.7% | $82,448-51.1% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.5pp | 68.1%-10.5pp |
| Annual return | 16.56% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,936 | $3,048-36.5% | $3,689-47.5% | $2,551-24.1% |
| Participant deferral / active EE | $3,735 | $4,036-7.5% | $5,072-26.4% | $4,139-9.8% |
| Admin fee / account holder | $1,728 | $7,146-75.8% | $8,859-80.5% | $7,234-76.1% |