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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 | $36,423 | $112,729-67.7% | $98,716-63.1% | $137,256-73.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 14.98% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,337 | $2,725+22.4% | $2,279+46.4% | $4,156-19.7% |
| Participant deferral / active EE | $7,592 | $4,640+63.6% | $4,048+87.6% | $6,407+18.5% |
| Admin fee / account holder | $10,656 | $10,129+5.2% | $8,703+22.4% | $12,270-13.2% |