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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 | $31,611 | $46,877-32.6% | $122,354-74.2% | $70,126-54.9% |
| Participation rate | 68.4% | 58.2%+10.2pp | 71.6%-3.2pp | 69.5%-1.1pp |
| Annual return | 22.33% | 24.22%-1.9pp | 30.28%-7.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,827 | $1,288+41.8% | $4,051-54.9% | $2,343-22.0% |
| Participant deferral / active EE | $3,730 | $2,167+72.1% | $3,287+13.5% | $3,332+12.0% |
| Admin fee / account holder | $1,686 | $3,324-49.3% | $5,479-69.2% | $4,645-63.7% |