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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 | $38,097 | $78,707-51.6% | $117,861-67.7% | $70,126-45.7% |
| Participation rate | 63.0% | 73.2%-10.2pp | 79.7%-16.7pp | 69.5%-6.6pp |
| Annual return | 19.34% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $990 | $2,223-55.5% | $3,786-73.8% | $2,343-57.7% |
| Participant deferral / active EE | $3,149 | $3,297-4.5% | $4,482-29.7% | $3,332-5.5% |
| Admin fee / account holder | $4,635 | $5,066-8.5% | $8,021-42.2% | $4,645-0.2% |