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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 | $36,711 | $58,493-37.2% | $84,021-56.3% | $72,975-49.7% |
| Participation rate | 55.3% | 61.2%-5.9pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 28.53% | 28.93%-0.4pp | 71.32%-42.8pp | 81.01%-52.5pp |
| Employer contribution / active EE | $778 | $1,163-33.1% | $1,984-60.8% | $2,440-68.1% |
| Participant deferral / active EE | $2,415 | $2,394+0.9% | $3,239-25.4% | $3,608-33.1% |
| Admin fee / account holder | $4,071 | $4,569-10.9% | $6,102-33.3% | $5,124-20.6% |