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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 | $37,767 | $87,166-56.7% | $76,735-50.8% | $137,256-72.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 21.64% | 26.50%-4.9pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,359 | $2,904-18.8% | $2,454-3.9% | $4,156-43.2% |
| Participant deferral / active EE | $6,230 | $4,726+31.8% | $4,088+52.4% | $6,407-2.8% |
| Admin fee / account holder | $4,028 | $8,403-52.1% | $7,189-44.0% | $12,270-67.2% |