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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 | $36,238 | $97,125-62.7% | $86,233-58.0% | $137,256-73.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 18.40% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $979 | $2,841-65.6% | $2,504-60.9% | $4,156-76.5% |
| Participant deferral / active EE | $6,387 | $5,180+23.3% | $4,559+40.1% | $6,407-0.3% |
| Admin fee / account holder | $337 | $9,725-96.5% | $8,342-96.0% | $12,270-97.3% |