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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 | $94,031-61.6% | $115,768-68.8% | $82,448-56.2% |
| Participation rate | 56.9% | 70.4%-13.5pp | 74.4%-17.5pp | 68.1%-11.2pp |
| Annual return | 18.21% | 20.61%-2.4pp | 100.46%-82.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,138 | $2,323-8.0% | $2,940-27.3% | $2,551-16.2% |
| Participant deferral / active EE | $6,500 | $3,972+63.6% | $4,917+32.2% | $4,139+57.0% |
| Admin fee / account holder | $4,681 | $10,249-54.3% | $12,439-62.4% | $7,234-35.3% |