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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 | $66,978 | $84,236-20.5% | $170,435-60.7% | $70,126-4.5% |
| Participation rate | 40.4% | 70.8%-30.4pp | 83.6%-43.2pp | 69.5%-29.1pp |
| Annual return | 24.69% | 23.06%+1.6pp | 205.94%-181.3pp | 73.15%-48.5pp |
| Employer contribution / active EE | $2,012 | $3,387-40.6% | $5,432-63.0% | $2,343-14.1% |
| Participant deferral / active EE | $3,434 | $3,086+11.3% | $4,939-30.5% | $3,332+3.1% |
| Admin fee / account holder | $2,794 | $5,698-51.0% | $13,881-79.9% | $4,645-39.9% |