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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 | $35,564 | $106,974-66.8% | $90,796-60.8% | $138,895-74.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 26.96% | 20.10%+6.9pp | 19.29%+7.7pp | 145.39%-118.4pp |
| Employer contribution / active EE | $3,604 | $2,609+38.1% | $2,294+57.1% | $4,194-14.1% |
| Participant deferral / active EE | $4,421 | $4,455-0.8% | $3,822+15.7% | $6,396-30.9% |
| Admin fee / account holder | $2,353 | $8,626-72.7% | $7,024-66.5% | $12,562-81.3% |