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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 | $31,647 | $84,953-62.7% | $163,379-80.6% | $82,637-61.7% |
| Participation rate | 64.4% | 65.9%-1.5pp | 76.8%-12.4pp | 68.1%-3.6pp |
| Annual return | 22.42% | 23.07%-0.7pp | 63.41%-41.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $3,188 | $2,183+46.0% | $3,752-15.1% | $2,552+24.9% |
| Participant deferral / active EE | $4,917 | $4,326+13.7% | $6,282-21.7% | $4,126+19.2% |
| Admin fee / account holder | $1,458 | $7,921-81.6% | $9,818-85.1% | $7,339-80.1% |