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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 | $39,782 | $106,974-62.8% | $90,796-56.2% | $138,895-71.4% |
| Participation rate | 63.2% | 74.9%-11.7pp | 69.5%-6.3pp | 79.9%-16.8pp |
| Annual return | 22.49% | 20.10%+2.4pp | 19.29%+3.2pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,047 | $2,609-21.5% | $2,294-10.8% | $4,194-51.2% |
| Participant deferral / active EE | $5,731 | $4,455+28.6% | $3,822+49.9% | $6,396-10.4% |
| Admin fee / account holder | $3,481 | $8,626-59.7% | $7,024-50.4% | $12,562-72.3% |