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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 | $36,061 | $55,889-35.5% | $76,119-52.6% | $80,935-55.4% |
| Participation rate | 63.3% | 62.1%+1.3pp | 69.1%-5.7pp | 67.7%-4.3pp |
| Annual return | 15.06% | 20.58%-5.5pp | 361.25%-346.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,817 | $1,866-2.6% | $2,693-32.5% | $2,757-34.1% |
| Participant deferral / active EE | $6,108 | $3,051+100.2% | $4,259+43.4% | $4,299+42.1% |
| Admin fee / account holder | $2,217 | $5,241-57.7% | $6,421-65.5% | $6,924-68.0% |