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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 | $36,232 | $106,749-66.1% | $145,433-75.1% | $82,448-56.1% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 17.29% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,227 | $3,444-35.4% | $4,554-51.1% | $2,551-12.7% |
| Participant deferral / active EE | $4,099 | $6,519-37.1% | $7,897-48.1% | $4,139-1.0% |
| Admin fee / account holder | $5,509 | $8,390-34.3% | $13,129-58.0% | $7,234-23.8% |