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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 | $40,014 | $106,864-62.6% | $147,318-72.8% | $82,637-51.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 24.18% | 27.49%-3.3pp | 70.43%-46.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $2,860 | $3,417-16.3% | $4,593-37.7% | $2,552+12.1% |
| Participant deferral / active EE | $3,827 | $6,496-41.1% | $7,906-51.6% | $4,126-7.3% |
| Admin fee / account holder | $1,427 | $8,415-83.0% | $13,708-89.6% | $7,339-80.6% |