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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 | $38,198 | $93,598-59.2% | $135,974-71.9% | $75,173-49.2% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 15.78% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $2,455 | $3,538-30.6% | $4,859-49.5% | $2,671-8.1% |
| Participant deferral / active EE | $4,558 | $6,405-28.8% | $7,760-41.3% | $4,126+10.5% |
| Admin fee / account holder | $11,601 | $6,978+66.3% | $10,767+7.7% | $5,651+105.3% |