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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 | $33,021 | $80,992-59.2% | $96,534-65.8% | $75,173-56.1% |
| Participation rate | 69.4% | 71.8%-2.4pp | 76.0%-6.6pp | 67.2%+2.2pp |
| Annual return | 25.76% | 27.05%-1.3pp | 25.88%-0.1pp | 160.72%-135.0pp |
| Employer contribution / active EE | $2,005 | $2,283-12.2% | $2,965-32.4% | $2,671-24.9% |
| Participant deferral / active EE | $3,801 | $3,929-3.3% | $4,851-21.6% | $4,126-7.9% |
| Admin fee / account holder | $3,180 | $6,717-52.7% | $8,253-61.5% | $5,651-43.7% |