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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 | $37,614 | $182,442-79.4% | $163,379-77.0% | $138,895-72.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 16.91% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $925 | $4,159-77.8% | $3,752-75.3% | $4,194-77.9% |
| Participant deferral / active EE | $2,858 | $6,817-58.1% | $6,282-54.5% | $6,396-55.3% |
| Admin fee / account holder | $2,092 | $10,396-79.9% | $9,818-78.7% | $12,562-83.3% |