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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 | $31,412 | $136,860-77.0% | $120,344-73.9% | $154,746-79.7% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 16.62% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,218 | $3,533-8.9% | $3,020+6.5% | $4,379-26.5% |
| Participant deferral / active EE | $6,182 | $5,793+6.7% | $5,135+20.4% | $6,730-8.1% |
| Admin fee / account holder | $5,132 | $15,393-66.7% | $12,742-59.7% | $14,365-64.3% |