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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 | $35,736 | $99,994-64.3% | $146,643-75.6% | $85,847-58.4% |
| Participation rate | 61.9% | 73.1%-11.2pp | 80.1%-18.2pp | 69.3%-7.4pp |
| Annual return | 14.89% | 18.93%-4.0pp | 22.75%-7.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,632 | $2,559-36.2% | $4,137-60.5% | $2,565-36.4% |
| Participant deferral / active EE | $4,016 | $4,006+0.2% | $5,506-27.1% | $3,952+1.6% |
| Admin fee / account holder | $1,597 | $7,703-79.3% | $10,280-84.5% | $6,261-74.5% |