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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 | $35,882 | $99,875-64.1% | $146,866-75.6% | $86,983-58.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 21.19% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.6pp |
| Employer contribution / active EE | $2,198 | $3,224-31.8% | $4,425-50.3% | $2,584-14.9% |
| Participant deferral / active EE | $4,138 | $6,322-34.6% | $7,759-46.7% | $4,194-1.3% |
| Admin fee / account holder | $1,019 | $7,838-87.0% | $13,620-92.5% | $7,856-87.0% |