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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 | $30,940 | $78,690-60.7% | $161,489-80.8% | $87,485-64.6% |
| Participation rate | 67.0% | 67.5%-0.4pp | 78.7%-11.7pp | 68.9%-1.9pp |
| Annual return | 25.50% | 32.74%-7.2pp | 89.72%-64.2pp | 26.06%-0.6pp |
| Employer contribution / active EE | $3,014 | $2,588+16.5% | $4,268-29.4% | $2,596+16.1% |
| Participant deferral / active EE | $4,867 | $3,311+47.0% | $5,630-13.6% | $4,274+13.9% |
| Admin fee / account holder | $2,868 | $6,724-57.4% | $16,006-82.1% | $7,775-63.1% |