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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 | $35,692 | $124,980-71.4% | $108,359-67.1% | $154,746-76.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 21.71% | 45.00%-23.3pp | 36.89%-15.2pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,424 | $2,851-50.1% | $2,399-40.7% | $4,379-67.5% |
| Participant deferral / active EE | $2,899 | $4,743-38.9% | $4,137-29.9% | $6,730-56.9% |
| Admin fee / account holder | $2,152 | $11,502-81.3% | $9,741-77.9% | $14,365-85.0% |