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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 | $39,585 | $103,957-61.9% | $69,182-42.8% | $273,965-85.6% |
| Participation rate | 62.5% | 67.4%-4.9pp | 55.1%+7.4pp | 83.0%-20.5pp |
| Annual return | 6.31% | 35.28%-29.0pp | -21.94%+28.3pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,634 | $1,781-8.2% | $1,205+35.6% | $4,869-66.4% |
| Participant deferral / active EE | $2,655 | $2,716-2.2% | $1,896+40.0% | $5,287-49.8% |
| Admin fee / account holder | $2,414 | $3,671-34.2% | $2,697-10.5% | $10,132-76.2% |