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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 | $38,344 | $73,955-48.2% | $96,520-60.3% | $75,181-49.0% |
| Participation rate | 61.7% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.5pp |
| Annual return | 19.38% | 26.72%-7.3pp | 35.72%-16.3pp | 160.69%-141.3pp |
| Employer contribution / active EE | $2,178 | $2,930-25.7% | $3,739-41.7% | $2,671-18.4% |
| Participant deferral / active EE | $5,140 | $3,659+40.5% | $4,879+5.4% | $4,126+24.6% |
| Admin fee / account holder | $3,941 | $5,217-24.5% | $6,733-41.5% | $5,650-30.2% |