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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 | $37,677 | $65,364-42.4% | $92,909-59.4% | $72,975-48.4% |
| Participation rate | 68.3% | 68.3%-0.1pp | 76.0%-7.8pp | 69.5%-1.2pp |
| Annual return | 30.08% | 42.11%-12.0pp | 109.44%-79.4pp | 81.01%-50.9pp |
| Employer contribution / active EE | $2,288 | $2,594-11.8% | $3,653-37.4% | $2,440-6.2% |
| Participant deferral / active EE | $3,345 | $3,128+6.9% | $4,238-21.1% | $3,608-7.3% |
| Admin fee / account holder | $4,089 | $4,251-3.8% | $5,795-29.4% | $5,124-20.2% |