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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 | $37,000 | $112,729-67.2% | $98,716-62.5% | $137,256-73.0% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.3%-10.5pp | 80.0%-21.1pp |
| Annual return | 17.38% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,266 | $2,725-16.8% | $2,279-0.5% | $4,156-45.5% |
| Participant deferral / active EE | $2,960 | $4,640-36.2% | $4,048-26.9% | $6,407-53.8% |
| Admin fee / account holder | $832 | $10,129-91.8% | $8,703-90.4% | $12,270-93.2% |