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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 | $37,755 | $70,486-46.4% | $100,528-62.4% | $79,852-52.7% |
| Participation rate | 69.3% | 73.6%-4.3pp | 79.4%-10.1pp | 69.6%-0.3pp |
| Annual return | 38.56% | 21.90%+16.7pp | 30.90%+7.7pp | 31.72%+6.8pp |
| Employer contribution / active EE | $1,225 | $2,165-43.4% | $3,419-64.2% | $2,471-50.4% |
| Participant deferral / active EE | $4,754 | $5,182-8.3% | $6,271-24.2% | $3,740+27.1% |
| Admin fee / account holder | $2,878 | $4,480-35.8% | $8,084-64.4% | $5,306-45.8% |