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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 | $35,924 | $89,367-59.8% | $141,191-74.6% | $72,975-50.8% |
| Participation rate | 65.7% | 75.1%-9.4pp | 82.5%-16.8pp | 69.5%-3.8pp |
| Annual return | 25.54% | 111.87%-86.3pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,747 | $3,115-43.9% | $4,736-63.1% | $2,440-28.4% |
| Participant deferral / active EE | $4,874 | $5,419-10.1% | $6,710-27.4% | $3,608+35.1% |
| Admin fee / account holder | $1,879 | $5,957-68.5% | $10,264-81.7% | $5,124-63.3% |