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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 | $33,957 | $106,864-68.2% | $147,318-76.9% | $82,637-58.9% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 22.71% | 27.49%-4.8pp | 70.43%-47.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $2,485 | $3,417-27.3% | $4,593-45.9% | $2,552-2.6% |
| Participant deferral / active EE | $3,041 | $6,496-53.2% | $7,906-61.5% | $4,126-26.3% |
| Admin fee / account holder | $1,121 | $8,415-86.7% | $13,708-91.8% | $7,339-84.7% |