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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 | $37,331 | $81,358-54.1% | $155,556-76.0% | $80,959-53.9% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 12.22% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,900 | $3,106-38.8% | $4,675-59.4% | $2,757-31.1% |
| Participant deferral / active EE | $4,002 | $3,455+15.8% | $5,631-28.9% | $4,300-6.9% |
| Admin fee / account holder | $4,117 | $7,994-48.5% | $15,885-74.1% | $6,925-40.5% |