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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 | $36,085 | $94,436-61.8% | $115,599-68.8% | $82,637-56.3% |
| Participation rate | 56.9% | 70.4%-13.5pp | 74.3%-17.4pp | 68.1%-11.2pp |
| Annual return | 18.21% | 18.37%-0.2pp | 111.10%-92.9pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,138 | $2,324-8.0% | $2,955-27.7% | $2,552-16.2% |
| Participant deferral / active EE | $6,500 | $3,955+64.3% | $4,889+32.9% | $4,126+57.5% |
| Admin fee / account holder | $4,681 | $10,328-54.7% | $12,841-63.5% | $7,339-36.2% |