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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 | $36,650 | $93,598-60.8% | $135,974-73.0% | $75,173-51.2% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 19.20% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,486 | $3,538-1.5% | $4,859-28.2% | $2,671+30.5% |
| Participant deferral / active EE | $6,466 | $6,405+0.9% | $7,760-16.7% | $4,126+56.7% |
| Admin fee / account holder | $2,635 | $6,978-62.2% | $10,767-75.5% | $5,651-53.4% |