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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 | $39,077 | $91,167-57.1% | $178,498-78.1% | $79,858-51.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 24.28% | 24.19%+0.1pp | 151.09%-126.8pp | 31.72%-7.4pp |
| Employer contribution / active EE | $1,662 | $3,255-48.9% | $5,011-66.8% | $2,471-32.7% |
| Participant deferral / active EE | $3,252 | $3,236+0.5% | $5,202-37.5% | $3,740-13.1% |
| Admin fee / account holder | $3,001 | $6,747-55.5% | $13,985-78.5% | $5,306-43.4% |