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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 | $36,697 | $48,327-24.1% | $67,575-45.7% | $80,935-54.7% |
| Participation rate | 62.9% | 66.4%-3.6pp | 72.9%-10.1pp | 67.7%-4.8pp |
| Annual return | 16.97% | 18.31%-1.3pp | 3528.98%-3512.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,815 | $2,022-10.3% | $2,736-33.7% | $2,757-34.2% |
| Participant deferral / active EE | $3,544 | $2,927+21.1% | $4,003-11.5% | $4,299-17.6% |
| Admin fee / account holder | $1,404 | $3,692-62.0% | $3,993-64.8% | $6,924-79.7% |