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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 | $33,911 | $65,364-48.1% | $92,909-63.5% | $72,975-53.5% |
| Participation rate | 67.6% | 68.3%-0.7pp | 76.0%-8.4pp | 69.5%-1.8pp |
| Annual return | 20.68% | 42.11%-21.4pp | 109.44%-88.8pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,675 | $2,594-35.4% | $3,653-54.2% | $2,440-31.4% |
| Participant deferral / active EE | $3,078 | $3,128-1.6% | $4,238-27.4% | $3,608-14.7% |
| Admin fee / account holder | $3,837 | $4,251-9.7% | $5,795-33.8% | $5,124-25.1% |