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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 | $27,378 | $102,609-73.3% | $98,090-72.1% | $138,895-80.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 30.73% | 36.44%-5.7pp | 37.05%-6.3pp | 145.39%-114.7pp |
| Employer contribution / active EE | $4,443 | $3,867+14.9% | $3,606+23.2% | $4,194+5.9% |
| Participant deferral / active EE | $4,630 | $8,167-43.3% | $7,845-41.0% | $6,396-27.6% |
| Admin fee / account holder | $4,512 | $11,434-60.5% | $11,815-61.8% | $12,562-64.1% |