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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 | $37,930 | $95,404-60.2% | $113,397-66.6% | $82,637-54.1% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 20.38% | 19.08%+1.3pp | 23.20%-2.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,887 | $2,307-18.2% | $2,977-36.6% | $2,552-26.0% |
| Participant deferral / active EE | $3,648 | $4,220-13.6% | $5,076-28.1% | $4,126-11.6% |
| Admin fee / account holder | $3,598 | $9,168-60.8% | $11,957-69.9% | $7,339-51.0% |