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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 | $81,262-61.1% | $155,602-79.7% | $80,911-61.0% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.6%-3.6pp |
| Annual return | 38.06% | 33.34%+4.7pp | 64.81%-26.7pp | 35.63%+2.4pp |
| Employer contribution / active EE | $2,600 | $3,102-16.2% | $4,675-44.4% | $2,756-5.6% |
| Participant deferral / active EE | $4,386 | $3,451+27.1% | $5,629-22.1% | $4,297+2.1% |
| Admin fee / account holder | $12,949 | $7,992+62.0% | $15,923-18.7% | $6,935+86.7% |