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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 | $29,993 | $112,729-73.4% | $98,716-69.6% | $137,256-78.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 19.58% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,338 | $2,725-14.2% | $2,279+2.6% | $4,156-43.7% |
| Participant deferral / active EE | $3,457 | $4,640-25.5% | $4,048-14.6% | $6,407-46.0% |
| Admin fee / account holder | $340 | $10,129-96.6% | $8,703-96.1% | $12,270-97.2% |