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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 | $29,247 | $102,938-71.6% | $94,105-68.9% | $138,895-78.9% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 21.80% | 250.28%-228.5pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,711 | $2,732-37.4% | $2,504-31.7% | $4,194-59.2% |
| Participant deferral / active EE | $3,865 | $4,196-7.9% | $3,881-0.4% | $6,396-39.6% |
| Admin fee / account holder | $2,060 | $6,600-68.8% | $6,199-66.8% | $12,562-83.6% |