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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 | $37,456 | $87,106-57.0% | $105,607-64.5% | $80,935-53.7% |
| Participation rate | 54.8% | 70.4%-15.7pp | 75.3%-20.5pp | 67.7%-12.9pp |
| Annual return | 28.63% | 17.01%+11.6pp | 116.11%-87.5pp | 35.66%-7.0pp |
| Employer contribution / active EE | $2,168 | $2,396-9.5% | $3,167-31.5% | $2,757-21.4% |
| Participant deferral / active EE | $3,741 | $3,986-6.2% | $5,011-25.4% | $4,299-13.0% |
| Admin fee / account holder | $8,223 | $8,447-2.6% | $10,958-25.0% | $6,924+18.8% |