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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 | $37,026 | $103,164-64.1% | $90,259-59.0% | $154,746-76.1% |
| Participation rate | 55.6% | 76.1%-20.5pp | 70.7%-15.2pp | 80.7%-25.1pp |
| Annual return | 9.22% | 19.25%-10.0pp | 18.88%-9.7pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,696 | $2,532+6.5% | $2,291+17.7% | $4,379-38.4% |
| Participant deferral / active EE | $4,751 | $4,422+7.4% | $3,827+24.2% | $6,730-29.4% |
| Admin fee / account holder | $54,915 | $8,593+539.1% | $7,267+655.7% | $14,365+282.3% |