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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 | $33,971 | $106,974-68.2% | $90,796-62.6% | $138,895-75.5% |
| Participation rate | 60.9% | 74.9%-14.0pp | 69.5%-8.6pp | 79.9%-19.0pp |
| Annual return | 22.41% | 20.10%+2.3pp | 19.29%+3.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,258 | $2,609-13.5% | $2,294-1.6% | $4,194-46.2% |
| Participant deferral / active EE | $3,915 | $4,455-12.1% | $3,822+2.4% | $6,396-38.8% |
| Admin fee / account holder | $620 | $8,626-92.8% | $7,024-91.2% | $12,562-95.1% |