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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 | $36,267 | $84,953-57.3% | $163,379-77.8% | $82,637-56.1% |
| Participation rate | 61.2% | 65.9%-4.8pp | 76.8%-15.6pp | 68.1%-6.9pp |
| Annual return | 21.57% | 23.07%-1.5pp | 63.41%-41.8pp | 53.51%-31.9pp |
| Employer contribution / active EE | $1,950 | $2,183-10.7% | $3,752-48.0% | $2,552-23.6% |
| Participant deferral / active EE | $3,826 | $4,326-11.6% | $6,282-39.1% | $4,126-7.3% |
| Admin fee / account holder | $6,061 | $7,921-23.5% | $9,818-38.3% | $7,339-17.4% |