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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 | $35,954 | $152,074-76.4% | $137,474-73.8% | $198,609-81.9% |
| Participation rate | 63.6% | 85.3%-21.7pp | 83.5%-19.9pp | 82.4%-18.7pp |
| Annual return | 16.15% | 10.68%+5.5pp | 11.53%+4.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,568 | $5,444-52.8% | $5,048-49.1% | $5,055-49.2% |
| Participant deferral / active EE | $5,560 | $6,522-14.7% | $6,155-9.7% | $6,977-20.3% |
| Admin fee / account holder | $3,802 | $11,950-68.2% | $10,602-64.1% | $19,030-80.0% |