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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 | $37,475 | $93,598-60.0% | $135,974-72.4% | $75,173-50.1% |
| Participation rate | 34.4% | 75.2%-40.8pp | 81.9%-47.5pp | 67.2%-32.8pp |
| Annual return | 24.77% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,541 | $3,538-56.4% | $4,859-68.3% | $2,671-42.3% |
| Participant deferral / active EE | $3,256 | $6,405-49.2% | $7,760-58.0% | $4,126-21.1% |
| Admin fee / account holder | $1,953 | $6,978-72.0% | $10,767-81.9% | $5,651-65.4% |