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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 | $33,270 | $69,273-52.0% | $90,796-63.4% | $82,637-59.7% |
| Participation rate | 40.5% | 64.0%-23.6pp | 69.5%-29.0pp | 68.1%-27.6pp |
| Annual return | 19.33% | 18.37%+1.0pp | 19.29%0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,674 | $1,865-10.2% | $2,294-27.0% | $2,552-34.4% |
| Participant deferral / active EE | $3,784 | $3,047+24.2% | $3,822-1.0% | $4,126-8.3% |
| Admin fee / account holder | $1,343 | $5,511-75.6% | $7,024-80.9% | $7,339-81.7% |