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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 | $31,459 | $65,364-51.9% | $92,909-66.1% | $72,975-56.9% |
| Participation rate | 68.3% | 68.3%0pp | 76.0%-7.7pp | 69.5%-1.2pp |
| Annual return | 26.24% | 42.11%-15.9pp | 109.44%-83.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,704 | $2,594-34.3% | $3,653-53.4% | $2,440-30.2% |
| Participant deferral / active EE | $2,422 | $3,128-22.6% | $4,238-42.8% | $3,608-32.9% |
| Admin fee / account holder | $559 | $4,251-86.9% | $5,795-90.4% | $5,124-89.1% |