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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 | $34,838 | $88,360-60.6% | $145,433-76.0% | $67,986-48.8% |
| Participation rate | 62.0% | 65.5%-3.5pp | 82.1%-20.1pp | 57.2%+4.8pp |
| Annual return | 24.07% | 63.15%-39.1pp | 66.58%-42.5pp | 31.67%-7.6pp |
| Employer contribution / active EE | $2,240 | $3,054-26.7% | $4,554-50.8% | $2,019+10.9% |
| Participant deferral / active EE | $3,988 | $5,932-32.8% | $7,897-49.5% | $3,358+18.8% |
| Admin fee / account holder | $5,455 | $3,313+64.6% | $13,129-58.5% | $3,203+70.3% |