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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 | $38,468 | $114,712-66.5% | $173,730-77.9% | $87,485-56.0% |
| Participation rate | 65.6% | 73.0%-7.4pp | 79.6%-13.9pp | 68.9%-3.3pp |
| Annual return | 23.30% | 20.18%+3.1pp | 19.96%+3.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $2,251 | $2,904-22.5% | $4,577-50.8% | $2,596-13.3% |
| Participant deferral / active EE | $3,863 | $4,642-16.8% | $6,326-38.9% | $4,274-9.6% |
| Admin fee / account holder | $6,236 | $10,210-38.9% | $17,523-64.4% | $7,775-19.8% |