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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 | $32,751 | $48,327-32.2% | $67,575-51.5% | $80,935-59.5% |
| Participation rate | 68.3% | 66.4%+1.9pp | 72.9%-4.6pp | 67.7%+0.6pp |
| Annual return | 14.99% | 18.31%-3.3pp | 3528.98%-3514.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,750 | $2,022-13.5% | $2,736-36.0% | $2,757-36.5% |
| Participant deferral / active EE | $3,860 | $2,927+31.9% | $4,003-3.6% | $4,299-10.2% |
| Admin fee / account holder | $2,104 | $3,692-43.0% | $3,993-47.3% | $6,924-69.6% |