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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 | $36,971 | $106,864-65.4% | $147,318-74.9% | $82,637-55.3% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.1%-14.2pp | 68.1%-0.2pp |
| Annual return | 18.19% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,325 | $3,417-32.0% | $4,593-49.4% | $2,552-8.9% |
| Participant deferral / active EE | $6,580 | $6,496+1.3% | $7,906-16.8% | $4,126+59.5% |
| Admin fee / account holder | $1,594 | $8,415-81.1% | $13,708-88.4% | $7,339-78.3% |