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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 | $33,891 | $93,617-63.8% | $135,982-75.1% | $75,177-54.9% |
| Participation rate | 55.4% | 75.2%-19.8pp | 81.9%-26.5pp | 67.2%-11.8pp |
| Annual return | 23.22% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.5pp |
| Employer contribution / active EE | $2,157 | $3,538-39.0% | $4,859-55.6% | $2,671-19.2% |
| Participant deferral / active EE | $3,808 | $6,406-40.6% | $7,760-50.9% | $4,126-7.7% |
| Admin fee / account holder | $1,248 | $6,980-82.1% | $10,767-88.4% | $5,651-77.9% |