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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 | $112,729-68.3% | $98,716-63.8% | $137,256-74.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 21.71% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,424 | $2,725-47.8% | $2,279-37.5% | $4,156-65.7% |
| Participant deferral / active EE | $2,899 | $4,640-37.5% | $4,048-28.4% | $6,407-54.8% |
| Admin fee / account holder | $2,152 | $10,129-78.8% | $8,703-75.3% | $12,270-82.5% |