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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 | $102,609-64.0% | $98,090-62.3% | $138,895-73.4% |
| Participation rate | 64.3% | 82.8%-18.5pp | 81.5%-17.3pp | 79.9%-15.6pp |
| Annual return | 16.59% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,090 | $3,867-46.0% | $3,606-42.1% | $4,194-50.2% |
| Participant deferral / active EE | $2,743 | $8,167-66.4% | $7,845-65.0% | $6,396-57.1% |
| Admin fee / account holder | $1,253 | $11,434-89.0% | $11,815-89.4% | $12,562-90.0% |