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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 | $34,334 | $106,864-67.9% | $147,318-76.7% | $82,637-58.5% |
| Participation rate | 67.5% | 75.5%-8.0pp | 82.1%-14.6pp | 68.1%-0.6pp |
| Annual return | 19.04% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $3,102 | $3,417-9.2% | $4,593-32.5% | $2,552+21.5% |
| Participant deferral / active EE | $7,510 | $6,496+15.6% | $7,906-5.0% | $4,126+82.0% |
| Admin fee / account holder | $2,771 | $8,415-67.1% | $13,708-79.8% | $7,339-62.2% |