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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 | $38,780 | $81,276-52.3% | $155,574-75.1% | $80,925-52.1% |
| Participation rate | 57.5% | 66.2%-8.7pp | 78.2%-20.7pp | 67.7%-10.2pp |
| Annual return | 15.86% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,823 | $3,103-9.0% | $4,676-39.6% | $2,756+2.4% |
| Participant deferral / active EE | $4,739 | $3,453+37.2% | $5,629-15.8% | $4,299+10.2% |
| Admin fee / account holder | $1,813 | $7,993-77.3% | $15,914-88.6% | $6,940-73.9% |