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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 | $39,368 | $114,712-65.7% | $173,730-77.3% | $87,485-55.0% |
| Participation rate | 56.5% | 73.0%-16.5pp | 79.6%-23.1pp | 68.9%-12.5pp |
| Annual return | 31.67% | 20.18%+11.5pp | 19.96%+11.7pp | 26.06%+5.6pp |
| Employer contribution / active EE | $1,866 | $2,904-35.7% | $4,577-59.2% | $2,596-28.1% |
| Participant deferral / active EE | $4,359 | $4,642-6.1% | $6,326-31.1% | $4,274+2.0% |
| Admin fee / account holder | $4,003 | $10,210-60.8% | $17,523-77.2% | $7,775-48.5% |