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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 | $36,823 | $51,166-28.0% | $70,544-47.8% | $71,511-48.5% |
| Participation rate | 52.2% | 59.4%-7.2pp | 68.4%-16.2pp | 67.9%-15.8pp |
| Annual return | 22.64% | 42.71%-20.1pp | 32.79%-10.1pp | 28.86%-6.2pp |
| Employer contribution / active EE | $4,439 | $1,793+147.5% | $2,976+49.2% | $2,589+71.4% |
| Participant deferral / active EE | $6,758 | $3,031+123.0% | $4,568+47.9% | $4,291+57.5% |
| Admin fee / account holder | $9,152 | $2,000+357.6% | $6,427+42.4% | $1,588+476.1% |