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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 | $33,958 | $75,058-54.8% | $152,301-77.7% | $64,340-47.2% |
| Participation rate | 60.2% | 60.9%-0.7pp | 82.4%-22.3pp | 55.2%+4.9pp |
| Annual return | 18.94% | 29.93%-11.0pp | 80.50%-61.6pp | 24.14%-5.2pp |
| Employer contribution / active EE | $2,002 | $2,605-23.1% | $4,624-56.7% | $1,862+7.5% |
| Participant deferral / active EE | $4,817 | $5,041-4.4% | $8,004-39.8% | $2,980+61.6% |
| Admin fee / account holder | $5,550 | $4,050+37.0% | $14,398-61.5% | $3,703+49.9% |