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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 | $30,111 | $80,992-62.8% | $96,534-68.8% | $75,173-59.9% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.3pp | 67.2%-6.5pp |
| Annual return | 34.21% | 27.05%+7.2pp | 25.88%+8.3pp | 160.72%-126.5pp |
| Employer contribution / active EE | $2,018 | $2,283-11.6% | $2,965-32.0% | $2,671-24.4% |
| Participant deferral / active EE | $3,811 | $3,929-3.0% | $4,851-21.4% | $4,126-7.6% |
| Admin fee / account holder | $1,193 | $6,717-82.2% | $8,253-85.5% | $5,651-78.9% |