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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 | $38,550 | $106,749-63.9% | $145,433-73.5% | $82,448-53.2% |
| Participation rate | 60.7% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.4pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $6,655 | $3,444+93.2% | $4,554+46.1% | $2,551+160.9% |
| Participant deferral / active EE | $7,133 | $6,519+9.4% | $7,897-9.7% | $4,139+72.3% |
| Admin fee / account holder | $11,210 | $8,390+33.6% | $13,129-14.6% | $7,234+55.0% |