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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 | $37,881 | $91,019-58.4% | $392,568-90.4% | $72,983-48.1% |
| Participation rate | 56.1% | 74.4%-18.3pp | 78.1%-22.0pp | 69.5%-13.4pp |
| Annual return | 26.49% | 20.00%+6.5pp | 24.42%+2.1pp | 81.01%-54.5pp |
| Employer contribution / active EE | $5,621 | $2,751+104.3% | $3,783+48.6% | $2,440+130.4% |
| Participant deferral / active EE | $8,520 | $4,570+86.4% | $5,985+42.3% | $3,608+136.2% |
| Admin fee / account holder | $8,466 | $4,895+73.0% | $6,260+35.2% | $5,124+65.2% |