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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 | $108,825-64.7% | $156,181-75.4% | $82,448-53.3% |
| Participation rate | 65.6% | 72.4%-6.7pp | 78.8%-13.2pp | 68.1%-2.4pp |
| Annual return | 23.30% | 20.59%+2.7pp | 64.87%-41.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $2,251 | $2,870-21.6% | $4,294-47.6% | $2,551-11.8% |
| Participant deferral / active EE | $3,863 | $4,577-15.6% | $6,132-37.0% | $4,139-6.7% |
| Admin fee / account holder | $6,236 | $9,341-33.2% | $14,586-57.2% | $7,234-13.8% |