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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 | $33,345 | $80,731-58.7% | $103,374-67.7% | $74,546-55.3% |
| Participation rate | 60.6% | 65.7%-5.1pp | 74.5%-14.0pp | 67.2%-6.7pp |
| Annual return | 17.35% | 27.56%-10.2pp | 24.89%-7.5pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $2,050 | $3,158-35.1% | $3,869-47.0% | $2,624-21.9% |
| Participant deferral / active EE | $3,524 | $3,860-8.7% | $5,058-30.3% | $4,347-18.9% |
| Admin fee / account holder | $1,778 | $2,369-24.9% | $8,394-78.8% | $1,944-8.5% |