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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 | $29,127 | $76,407-61.9% | $150,298-80.6% | $82,448-64.7% |
| Participation rate | 57.9% | 66.4%-8.5pp | 77.8%-19.9pp | 68.1%-10.2pp |
| Annual return | 13.66% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,146 | $2,614-17.9% | $4,154-48.3% | $2,551-15.9% |
| Participant deferral / active EE | $2,533 | $3,214-21.2% | $5,453-53.5% | $4,139-38.8% |
| Admin fee / account holder | $1,236 | $6,352-80.5% | $14,116-91.2% | $7,234-82.9% |