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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 | $39,389 | $93,589-57.9% | $135,942-71.0% | $75,181-47.6% |
| Participation rate | 62.7% | 75.2%-12.5pp | 81.9%-19.2pp | 67.2%-4.5pp |
| Annual return | 27.13% | 30.90%-3.8pp | 68.28%-41.1pp | 160.69%-133.6pp |
| Employer contribution / active EE | $2,190 | $3,537-38.1% | $4,858-54.9% | $2,671-18.0% |
| Participant deferral / active EE | $3,658 | $6,405-42.9% | $7,759-52.9% | $4,126-11.3% |
| Admin fee / account holder | $1,260 | $6,977-81.9% | $10,764-88.3% | $5,650-77.7% |