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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 | $40,333 | $93,617-56.9% | $135,982-70.3% | $75,177-46.3% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 19.60% | 30.89%-11.3pp | 68.32%-48.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $2,236 | $3,538-36.8% | $4,859-54.0% | $2,671-16.3% |
| Participant deferral / active EE | $4,676 | $6,406-27.0% | $7,760-39.7% | $4,126+13.3% |
| Admin fee / account holder | $3,415 | $6,980-51.1% | $10,767-68.3% | $5,651-39.6% |