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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 | $31,299 | $93,589-66.6% | $135,942-77.0% | $75,181-58.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 24.80% | 30.90%-6.1pp | 68.28%-43.5pp | 160.69%-135.9pp |
| Employer contribution / active EE | $2,985 | $3,537-15.6% | $4,858-38.5% | $2,671+11.8% |
| Participant deferral / active EE | $4,393 | $6,405-31.4% | $7,759-43.4% | $4,126+6.5% |
| Admin fee / account holder | $6,028 | $6,977-13.6% | $10,764-44.0% | $5,650+6.7% |