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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 | $33,429 | $81,358-58.9% | $155,556-78.5% | $80,959-58.7% |
| Participation rate | 64.5% | 66.3%-1.7pp | 78.2%-13.7pp | 67.7%-3.2pp |
| Annual return | 12.89% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,216 | $3,106-28.7% | $4,675-52.6% | $2,757-19.6% |
| Participant deferral / active EE | $4,737 | $3,455+37.1% | $5,631-15.9% | $4,300+10.2% |
| Admin fee / account holder | $637 | $7,994-92.0% | $15,885-96.0% | $6,925-90.8% |