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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 | $36,882 | $199,109-81.5% | $173,730-78.8% | $154,746-76.2% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 20.96% | 20.02%+0.9pp | 19.96%+1.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,860 | $5,311-65.0% | $4,577-59.4% | $4,379-57.5% |
| Participant deferral / active EE | $4,694 | $7,113-34.0% | $6,326-25.8% | $6,730-30.3% |
| Admin fee / account holder | $10,875 | $20,916-48.0% | $17,523-37.9% | $14,365-24.3% |