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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 | $39,464 | $112,729-65.0% | $98,716-60.0% | $137,256-71.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 19.65% | 38.48%-18.8pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,643 | $2,725-3.0% | $2,279+16.0% | $4,156-36.4% |
| Participant deferral / active EE | $3,764 | $4,640-18.9% | $4,048-7.0% | $6,407-41.2% |
| Admin fee / account holder | $2,426 | $10,129-76.1% | $8,703-72.1% | $12,270-80.2% |