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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 | $136,860-77.9% | $120,344-74.9% | $154,746-80.5% |
| Participation rate | 56.3% | 79.9%-23.6pp | 76.7%-20.5pp | 80.7%-24.5pp |
| Annual return | 13.85% | 21.38%-7.5pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,325 | $3,533-34.2% | $3,020-23.0% | $4,379-46.9% |
| Participant deferral / active EE | $5,419 | $5,793-6.5% | $5,135+5.5% | $6,730-19.5% |
| Admin fee / account holder | $3,719 | $15,393-75.8% | $12,742-70.8% | $14,365-74.1% |