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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 | $32,339 | $96,289-66.4% | $213,469-84.9% | $87,485-63.0% |
| Participation rate | 56.0% | 69.6%-13.6pp | 77.1%-21.1pp | 68.9%-12.9pp |
| Annual return | 20.57% | 17.78%+2.8pp | 20.58%0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $2,471 | $3,035-18.6% | $4,994-50.5% | $2,596-4.8% |
| Participant deferral / active EE | $3,923 | $4,750-17.4% | $6,841-42.7% | $4,274-8.2% |
| Admin fee / account holder | $773 | $9,670-92.0% | $27,141-97.2% | $7,775-90.1% |