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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 | $33,379 | $55,889-40.3% | $76,119-56.1% | $80,935-58.8% |
| Participation rate | 59.4% | 62.1%-2.7pp | 69.1%-9.7pp | 67.7%-8.3pp |
| Annual return | 15.37% | 20.58%-5.2pp | 361.25%-345.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,739 | $1,866+46.8% | $2,693+1.7% | $2,757-0.7% |
| Participant deferral / active EE | $4,004 | $3,051+31.2% | $4,259-6.0% | $4,299-6.9% |
| Admin fee / account holder | $1,427 | $5,241-72.8% | $6,421-77.8% | $6,924-79.4% |