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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 | $37,506 | $76,407-50.9% | $150,298-75.0% | $82,448-54.5% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 14.86% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,959 | $2,614-25.1% | $4,154-52.8% | $2,551-23.2% |
| Participant deferral / active EE | $3,358 | $3,214+4.5% | $5,453-38.4% | $4,139-18.9% |
| Admin fee / account holder | $2,231 | $6,352-64.9% | $14,116-84.2% | $7,234-69.2% |