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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 | $36,948 | $100,970-63.4% | $96,576-61.7% | $137,256-73.1% |
| Participation rate | 64.3% | 82.6%-18.3pp | 81.4%-17.2pp | 80.0%-15.7pp |
| Annual return | 16.59% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,090 | $3,809-45.1% | $3,553-41.2% | $4,156-49.7% |
| Participant deferral / active EE | $2,743 | $8,286-66.9% | $7,956-65.5% | $6,407-57.2% |
| Admin fee / account holder | $1,253 | $11,312-88.9% | $11,381-89.0% | $12,270-89.8% |