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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 | $75,541-50.4% | $152,093-75.3% | $82,637-54.6% |
| Participation rate | 59.3% | 66.5%-7.2pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 14.86% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,959 | $2,622-25.3% | $4,175-53.1% | $2,552-23.3% |
| Participant deferral / active EE | $3,358 | $3,206+4.8% | $5,451-38.4% | $4,126-18.6% |
| Admin fee / account holder | $2,231 | $6,405-65.2% | $14,497-84.6% | $7,339-69.6% |