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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 | $88,360-61.6% | $145,433-76.7% | $67,986-50.1% |
| Participation rate | 60.2% | 65.5%-5.3pp | 82.1%-21.9pp | 57.2%+3.0pp |
| Annual return | 18.94% | 63.15%-44.2pp | 66.58%-47.6pp | 31.67%-12.7pp |
| Employer contribution / active EE | $2,002 | $3,054-34.5% | $4,554-56.0% | $2,019-0.8% |
| Participant deferral / active EE | $4,817 | $5,932-18.8% | $7,897-39.0% | $3,358+43.4% |
| Admin fee / account holder | $5,550 | $3,313+67.5% | $13,129-57.7% | $3,203+73.3% |