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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 | $37,558 | $94,436-60.2% | $115,599-67.5% | $82,637-54.6% |
| Participation rate | 37.2% | 70.4%-33.2pp | 74.3%-37.1pp | 68.1%-30.8pp |
| Annual return | 17.16% | 18.37%-1.2pp | 111.10%-93.9pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,888 | $2,324-18.7% | $2,955-36.1% | $2,552-26.0% |
| Participant deferral / active EE | $4,349 | $3,955+10.0% | $4,889-11.1% | $4,126+5.4% |
| Admin fee / account holder | $3,187 | $10,328-69.1% | $12,841-75.2% | $7,339-56.6% |