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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 | $38,990 | $136,860-71.5% | $120,344-67.6% | $154,746-74.8% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 18.27% | 21.38%-3.1pp | 20.30%-2.0pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,274 | $3,533-7.3% | $3,020+8.4% | $4,379-25.2% |
| Participant deferral / active EE | $4,291 | $5,793-25.9% | $5,135-16.4% | $6,730-36.2% |
| Admin fee / account holder | $5,928 | $15,393-61.5% | $12,742-53.5% | $14,365-58.7% |