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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 | $38,231 | $81,358-53.0% | $155,556-75.4% | $80,959-52.8% |
| Participation rate | 60.3% | 66.3%-6.0pp | 78.2%-18.0pp | 67.7%-7.4pp |
| Annual return | 17.78% | 33.39%-15.6pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,207 | $3,106-29.0% | $4,675-52.8% | $2,757-20.0% |
| Participant deferral / active EE | $4,904 | $3,455+41.9% | $5,631-12.9% | $4,300+14.0% |
| Admin fee / account holder | $2,197 | $7,994-72.5% | $15,885-86.2% | $6,925-68.3% |