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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 | $106,524-65.1% | $152,301-75.6% | $87,485-57.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.4%-19.9pp | 68.9%-6.4pp |
| Annual return | 18.31% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,033 | $3,371-39.7% | $4,624-56.0% | $2,596-21.7% |
| Participant deferral / active EE | $4,764 | $6,525-27.0% | $8,004-40.5% | $4,274+11.5% |
| Admin fee / account holder | $6,374 | $8,287-23.1% | $14,398-55.7% | $7,775-18.0% |