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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 | $81,276-54.1% | $155,574-76.0% | $80,925-53.9% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 12.22% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,900 | $3,103-38.8% | $4,676-59.4% | $2,756-31.1% |
| Participant deferral / active EE | $4,002 | $3,453+15.9% | $5,629-28.9% | $4,299-6.9% |
| Admin fee / account holder | $4,117 | $7,993-48.5% | $15,914-74.1% | $6,940-40.7% |