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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 | $38,878 | $213,785-81.8% | $185,441-79.0% | $155,188-74.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 17.55% | 19.97%-2.4pp | 20.16%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,254 | $5,393-58.2% | $4,672-51.8% | $4,248-46.9% |
| Participant deferral / active EE | $4,159 | $6,864-39.4% | $6,152-32.4% | $6,531-36.3% |
| Admin fee / account holder | $1,250 | $21,134-94.1% | $17,890-93.0% | $14,480-91.4% |