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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 | $30,231 | $124,425-75.7% | $112,040-73.0% | $137,256-78.0% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.5%-20.2pp | 80.0%-23.7pp |
| Annual return | 13.85% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,325 | $3,411-31.8% | $2,954-21.3% | $4,156-44.1% |
| Participant deferral / active EE | $5,419 | $5,718-5.2% | $5,098+6.3% | $6,407-15.4% |
| Admin fee / account holder | $3,719 | $15,207-75.5% | $12,098-69.3% | $12,270-69.7% |