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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 | $37,844 | $92,798-59.2% | $96,707-60.9% | $137,256-72.4% |
| Participation rate | 33.3% | 81.6%-48.3pp | 80.4%-47.0pp | 80.0%-46.6pp |
| Annual return | 21.00% | 31.24%-10.2pp | 34.78%-13.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,653 | $4,147-60.1% | $4,191-60.6% | $4,156-60.2% |
| Participant deferral / active EE | $4,379 | $5,877-25.5% | $5,997-27.0% | $6,407-31.7% |
| Admin fee / account holder | $4,432 | $7,946-44.2% | $7,503-40.9% | $12,270-63.9% |