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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 | $32,534 | $88,672-63.3% | $105,223-69.1% | $82,448-60.5% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 18.49% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,882 | $3,048-38.3% | $3,689-49.0% | $2,551-26.2% |
| Participant deferral / active EE | $3,760 | $4,036-6.8% | $5,072-25.9% | $4,139-9.2% |
| Admin fee / account holder | $1,756 | $7,146-75.4% | $8,859-80.2% | $7,234-75.7% |