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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 | $81,262-53.0% | $155,602-75.4% | $80,911-52.7% |
| Participation rate | 60.3% | 66.2%-6.0pp | 78.2%-17.9pp | 67.6%-7.4pp |
| Annual return | 17.78% | 33.34%-15.6pp | 64.81%-47.0pp | 35.63%-17.9pp |
| Employer contribution / active EE | $2,207 | $3,102-28.9% | $4,675-52.8% | $2,756-19.9% |
| Participant deferral / active EE | $4,904 | $3,451+42.1% | $5,629-12.9% | $4,297+14.1% |
| Admin fee / account holder | $2,197 | $7,992-72.5% | $15,923-86.2% | $6,935-68.3% |