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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 | $107,666-65.7% | $102,184-63.8% | $154,746-76.1% |
| Participation rate | 64.3% | 83.7%-19.4pp | 82.6%-18.3pp | 80.7%-16.4pp |
| Annual return | 16.59% | 29.33%-12.7pp | 31.58%-15.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,090 | $3,846-45.7% | $3,594-41.9% | $4,379-52.3% |
| Participant deferral / active EE | $2,743 | $8,719-68.5% | $8,309-67.0% | $6,730-59.2% |
| Admin fee / account holder | $1,253 | $12,943-90.3% | $11,609-89.2% | $14,365-91.3% |