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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 | $33,105 | $112,729-70.6% | $98,716-66.5% | $137,256-75.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.3%-1.1pp | 80.0%-11.8pp |
| Annual return | 34.19% | 38.48%-4.3pp | 31.81%+2.4pp | 220.34%-186.2pp |
| Employer contribution / active EE | $1,970 | $2,725-27.7% | $2,279-13.5% | $4,156-52.6% |
| Participant deferral / active EE | $4,387 | $4,640-5.4% | $4,048+8.4% | $6,407-31.5% |
| Admin fee / account holder | $413 | $10,129-95.9% | $8,703-95.3% | $12,270-96.6% |