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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 | $37,535 | $199,109-81.1% | $173,730-78.4% | $154,746-75.7% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 22.15% | 20.02%+2.1pp | 19.96%+2.2pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,817 | $5,311-47.0% | $4,577-38.4% | $4,379-35.7% |
| Participant deferral / active EE | $4,996 | $7,113-29.8% | $6,326-21.0% | $6,730-25.8% |
| Admin fee / account holder | $2,053 | $20,916-90.2% | $17,523-88.3% | $14,365-85.7% |