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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 | $39,392 | $116,167-66.1% | $64,489-38.9% | $137,256-71.3% |
| Participation rate | 65.2% | 68.2%-3.0pp | 67.7%-2.5pp | 80.0%-14.7pp |
| Annual return | 14.20% | 36.55%-22.4pp | 55.03%-40.8pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,044 | $2,483-17.7% | $1,523+34.2% | $4,156-50.8% |
| Participant deferral / active EE | $6,302 | $4,215+49.5% | $2,778+126.8% | $6,407-1.6% |
| Admin fee / account holder | $5,297 | $6,188-14.4% | $4,260+24.3% | $12,270-56.8% |