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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 | $33,850 | $213,785-84.2% | $185,441-81.7% | $155,188-78.2% |
| Participation rate | 40.0% | 83.2%-43.2pp | 80.3%-40.3pp | 80.8%-40.8pp |
| Annual return | 22.95% | 19.97%+3.0pp | 20.16%+2.8pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,644 | $5,393-69.5% | $4,672-64.8% | $4,248-61.3% |
| Participant deferral / active EE | $3,976 | $6,864-42.1% | $6,152-35.4% | $6,531-39.1% |
| Admin fee / account holder | $315 | $21,134-98.5% | $17,890-98.2% | $14,480-97.8% |