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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 | $36,546 | $77,638-52.9% | $156,551-76.7% | $62,881-41.9% |
| Participation rate | 68.3% | 71.2%-2.9pp | 84.0%-15.8pp | 69.3%-1.1pp |
| Annual return | 10.92% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,311 | $3,444-32.9% | $5,501-58.0% | $2,281+1.3% |
| Participant deferral / active EE | $4,127 | $3,046+35.5% | $4,871-15.3% | $3,203+28.9% |
| Admin fee / account holder | $980 | $5,561-82.4% | $13,028-92.5% | $4,296-77.2% |