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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 | $33,693 | $73,978-54.5% | $96,515-65.1% | $75,173-55.2% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 20.11% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,972 | $2,931-32.7% | $3,740-47.3% | $2,671-26.2% |
| Participant deferral / active EE | $3,242 | $3,660-11.4% | $4,880-33.6% | $4,126-21.4% |
| Admin fee / account holder | $2,888 | $5,219-44.7% | $6,735-57.1% | $5,651-48.9% |