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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 | $51,400 | $78,423-34.5% | $95,964-46.4% | $79,856-35.6% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.5pp |
| Annual return | 12.09% | 19.37%-7.3pp | 91.64%-79.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,010 | $1,945+3.3% | $2,541-20.9% | $2,471-18.7% |
| Participant deferral / active EE | $3,529 | $3,440+2.6% | $4,167-15.3% | $3,741-5.6% |
| Admin fee / account holder | $1,191 | $5,622-78.8% | $6,797-82.5% | $5,306-77.5% |