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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 | $35,565 | $93,598-62.0% | $135,974-73.8% | $75,173-52.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 22.55% | 30.89%-8.3pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,470 | $3,538-30.2% | $4,859-49.2% | $2,671-7.5% |
| Participant deferral / active EE | $5,914 | $6,405-7.7% | $7,760-23.8% | $4,126+43.3% |
| Admin fee / account holder | $1,448 | $6,978-79.2% | $10,767-86.6% | $5,651-74.4% |