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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 | $41,264 | $77,908-47.0% | $149,696-72.4% | $75,173-45.1% |
| Participation rate | 61.9% | 65.6%-3.7pp | 78.8%-16.9pp | 67.2%-5.3pp |
| Annual return | 16.60% | 31.73%-15.1pp | 134.46%-117.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,691 | $3,138-46.1% | $4,821-64.9% | $2,671-36.7% |
| Participant deferral / active EE | $3,489 | $3,411+2.3% | $5,682-38.6% | $4,126-15.4% |
| Admin fee / account holder | $4,494 | $5,950-24.5% | $13,212-66.0% | $5,651-20.5% |