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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 | $35,367 | $199,109-82.2% | $173,730-79.6% | $154,746-77.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 17.41% | 20.02%-2.6pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,039 | $5,311-61.6% | $4,577-55.5% | $4,379-53.4% |
| Participant deferral / active EE | $4,383 | $7,113-38.4% | $6,326-30.7% | $6,730-34.9% |
| Admin fee / account holder | $3,113 | $20,916-85.1% | $17,523-82.2% | $14,365-78.3% |