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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 | $40,158 | $122,962-67.3% | $71,585-43.9% | $138,895-71.1% |
| Participation rate | 68.8% | 68.9%-0.1pp | 68.2%+0.6pp | 79.9%-11.2pp |
| Annual return | 20.56% | 37.84%-17.3pp | 59.26%-38.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,702 | $2,620+41.3% | $1,669+121.9% | $4,194-11.7% |
| Participant deferral / active EE | $6,021 | $4,311+39.7% | $2,923+106.0% | $6,396-5.9% |
| Admin fee / account holder | $1,303 | $6,488-79.9% | $4,712-72.3% | $12,562-89.6% |