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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 | $38,572 | $115,225-66.5% | $100,712-61.7% | $138,895-72.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 21.02% | 40.35%-19.3pp | 33.27%-12.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,855 | $2,771-33.1% | $2,313-19.8% | $4,194-55.8% |
| Participant deferral / active EE | $2,806 | $4,699-40.3% | $4,085-31.3% | $6,396-56.1% |
| Admin fee / account holder | $2,496 | $10,844-77.0% | $9,256-73.0% | $12,562-80.1% |