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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 | $36,501 | $108,825-66.5% | $156,181-76.6% | $82,448-55.7% |
| Participation rate | 40.6% | 72.4%-31.8pp | 78.8%-38.2pp | 68.1%-27.5pp |
| Annual return | 18.63% | 20.59%-2.0pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,414 | $2,870-15.9% | $4,294-43.8% | $2,551-5.4% |
| Participant deferral / active EE | $2,971 | $4,577-35.1% | $6,132-51.5% | $4,139-28.2% |
| Admin fee / account holder | $11,357 | $9,341+21.6% | $14,586-22.1% | $7,234+57.0% |