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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 | $124,980-70.9% | $108,359-66.4% | $154,746-76.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 14.98% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,337 | $2,851+17.0% | $2,399+39.1% | $4,379-23.8% |
| Participant deferral / active EE | $7,592 | $4,743+60.1% | $4,137+83.5% | $6,730+12.8% |
| Admin fee / account holder | $10,656 | $11,502-7.4% | $9,741+9.4% | $14,365-25.8% |