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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 | $35,484 | $124,330-71.5% | $109,173-67.5% | $167,536-78.8% |
| Participation rate | 55.6% | 79.5%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 26.21% | 26.04%+0.2pp | 25.75%+0.5pp | 478.82%-452.6pp |
| Employer contribution / active EE | $904 | $4,209-78.5% | $3,723-75.7% | $4,839-81.3% |
| Participant deferral / active EE | $6,515 | $5,256+23.9% | $4,654+40.0% | $6,342+2.7% |
| Admin fee / account holder | $4,547 | $7,974-43.0% | $6,755-32.7% | $12,315-63.1% |