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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 | $32,127 | $106,749-69.9% | $145,433-77.9% | $82,448-61.0% |
| Participation rate | 61.8% | 75.6%-13.8pp | 82.1%-20.3pp | 68.1%-6.2pp |
| Annual return | 15.37% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,106 | $3,444-38.9% | $4,554-53.8% | $2,551-17.4% |
| Participant deferral / active EE | $4,052 | $6,519-37.8% | $7,897-48.7% | $4,139-2.1% |
| Admin fee / account holder | $2,253 | $8,390-73.1% | $13,129-82.8% | $7,234-68.9% |