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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 | $42,193 | $77,638-45.7% | $156,551-73.0% | $62,881-32.9% |
| Participation rate | 68.6% | 71.2%-2.6pp | 84.0%-15.4pp | 69.3%-0.7pp |
| Annual return | 8.45% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,740 | $3,444-49.5% | $5,501-68.4% | $2,281-23.7% |
| Participant deferral / active EE | $3,039 | $3,046-0.2% | $4,871-37.6% | $3,203-5.1% |
| Admin fee / account holder | $969 | $5,561-82.6% | $13,028-92.6% | $4,296-77.4% |