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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 | $59,864 | $76,407-21.7% | $150,298-60.2% | $82,448-27.4% |
| Participation rate | 38.1% | 66.4%-28.3pp | 77.8%-39.7pp | 68.1%-30.0pp |
| Annual return | 38.06% | 39.99%-1.9pp | 62.79%-24.7pp | 41.64%-3.6pp |
| Employer contribution / active EE | $1,142 | $2,614-56.3% | $4,154-72.5% | $2,551-55.2% |
| Participant deferral / active EE | $3,748 | $3,214+16.6% | $5,453-31.3% | $4,139-9.5% |
| Admin fee / account holder | $6,869 | $6,352+8.1% | $14,116-51.3% | $7,234-5.0% |