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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 | $37,135 | $106,749-65.2% | $145,433-74.5% | $82,448-55.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 18.31% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,033 | $3,444-41.0% | $4,554-55.4% | $2,551-20.3% |
| Participant deferral / active EE | $4,764 | $6,519-26.9% | $7,897-39.7% | $4,139+15.1% |
| Admin fee / account holder | $6,374 | $8,390-24.0% | $13,129-51.4% | $7,234-11.9% |