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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 | $36,915 | $97,125-62.0% | $86,233-57.2% | $137,256-73.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 19.11% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,390 | $2,841+19.3% | $2,504+35.4% | $4,156-18.4% |
| Participant deferral / active EE | $2,520 | $5,180-51.4% | $4,559-44.7% | $6,407-60.7% |
| Admin fee / account holder | $2,924 | $9,725-69.9% | $8,342-64.9% | $12,270-76.2% |