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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 | $31,332 | $79,557-60.6% | $118,746-73.6% | $70,126-55.3% |
| Participation rate | 69.6% | 71.4%-1.8pp | 78.3%-8.7pp | 69.5%0pp |
| Annual return | 37.85% | 25.64%+12.2pp | 24.54%+13.3pp | 73.15%-35.3pp |
| Employer contribution / active EE | $2,920 | $2,861+2.1% | $4,193-30.4% | $2,343+24.7% |
| Participant deferral / active EE | $5,233 | $4,089+28.0% | $5,332-1.9% | $3,332+57.1% |
| Admin fee / account holder | $557 | $5,374-89.6% | $10,720-94.8% | $4,645-88.0% |