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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 | $35,608 | $65,364-45.5% | $92,909-61.7% | $72,975-51.2% |
| Participation rate | 64.0% | 68.3%-4.4pp | 76.0%-12.1pp | 69.5%-5.5pp |
| Annual return | 20.56% | 42.11%-21.5pp | 109.44%-88.9pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,530 | $2,594-41.0% | $3,653-58.1% | $2,440-37.3% |
| Participant deferral / active EE | $2,231 | $3,128-28.7% | $4,238-47.4% | $3,608-38.2% |
| Admin fee / account holder | $2,130 | $4,251-49.9% | $5,795-63.2% | $5,124-58.4% |