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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 | $36,374 | $80,985-55.1% | $96,576-62.3% | $75,181-51.6% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 25.20% | 27.05%-1.8pp | 25.87%-0.7pp | 160.69%-135.5pp |
| Employer contribution / active EE | $1,927 | $2,282-15.6% | $2,965-35.0% | $2,671-27.8% |
| Participant deferral / active EE | $3,972 | $3,929+1.1% | $4,851-18.1% | $4,126-3.7% |
| Admin fee / account holder | $2,893 | $6,719-56.9% | $8,253-64.9% | $5,650-48.8% |