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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 | $29,190 | $106,864-72.7% | $147,318-80.2% | $82,637-64.7% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.1%-18.2pp | 68.1%-4.2pp |
| Annual return | 19.09% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,255 | $3,417-34.0% | $4,593-50.9% | $2,552-11.7% |
| Participant deferral / active EE | $4,076 | $6,496-37.3% | $7,906-48.5% | $4,126-1.2% |
| Admin fee / account holder | $9,789 | $8,415+16.3% | $13,708-28.6% | $7,339+33.4% |