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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 | $106,864-66.4% | $147,318-75.6% | $82,637-56.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 21.19% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,198 | $3,417-35.7% | $4,593-52.1% | $2,552-13.9% |
| Participant deferral / active EE | $4,138 | $6,496-36.3% | $7,906-47.7% | $4,126+0.3% |
| Admin fee / account holder | $1,019 | $8,415-87.9% | $13,708-92.6% | $7,339-86.1% |