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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 | $37,451 | $93,598-60.0% | $135,974-72.5% | $75,173-50.2% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 26.51% | 30.89%-4.4pp | 68.30%-41.8pp | 160.72%-134.2pp |
| Employer contribution / active EE | $2,828 | $3,538-20.1% | $4,859-41.8% | $2,671+5.9% |
| Participant deferral / active EE | $6,095 | $6,405-4.9% | $7,760-21.5% | $4,126+47.7% |
| Admin fee / account holder | $1,482 | $6,978-78.8% | $10,767-86.2% | $5,651-73.8% |