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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 | $31,582 | $81,358-61.2% | $155,556-79.7% | $80,959-61.0% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 38.06% | 33.39%+4.7pp | 64.84%-26.8pp | 35.67%+2.4pp |
| Employer contribution / active EE | $2,600 | $3,106-16.3% | $4,675-44.4% | $2,757-5.7% |
| Participant deferral / active EE | $4,386 | $3,455+26.9% | $5,631-22.1% | $4,300+2.0% |
| Admin fee / account holder | $12,949 | $7,994+62.0% | $15,885-18.5% | $6,925+87.0% |