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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 | $38,556 | $65,367-41.0% | $92,915-58.5% | $72,976-47.2% |
| Participation rate | 67.4% | 68.3%-0.9pp | 76.0%-8.6pp | 69.5%-2.1pp |
| Annual return | 24.91% | 42.11%-17.2pp | 109.45%-84.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $1,801 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $4,133 | $3,128+32.1% | $4,238-2.5% | $3,608+14.6% |
| Admin fee / account holder | $5,010 | $4,251+17.9% | $5,796-13.5% | $5,124-2.2% |