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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 | $38,815 | $106,749-63.6% | $145,433-73.3% | $82,448-52.9% |
| Participation rate | 63.8% | 75.6%-11.9pp | 82.1%-18.4pp | 68.1%-4.3pp |
| Annual return | 24.03% | 27.59%-3.6pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,143 | $3,444-37.8% | $4,554-53.0% | $2,551-16.0% |
| Participant deferral / active EE | $5,154 | $6,519-20.9% | $7,897-34.7% | $4,139+24.5% |
| Admin fee / account holder | $1,624 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |