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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 | $35,438 | $112,729-68.6% | $98,716-64.1% | $137,256-74.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 13.24% | 38.48%-25.2pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,765 | $2,725-35.3% | $2,279-22.6% | $4,156-57.5% |
| Participant deferral / active EE | $3,037 | $4,640-34.5% | $4,048-25.0% | $6,407-52.6% |
| Admin fee / account holder | $8,708 | $10,129-14.0% | $8,703+0.1% | $12,270-29.0% |