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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 | $33,375 | $49,249-32.2% | $70,476-52.6% | $79,852-58.2% |
| Participation rate | 57.5% | 69.2%-11.7pp | 75.1%-17.6pp | 69.6%-12.1pp |
| Annual return | 17.20% | 30.09%-12.9pp | 109.12%-91.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,881 | $2,100-10.4% | $2,738-31.3% | $2,471-23.9% |
| Participant deferral / active EE | $5,241 | $2,769+89.3% | $3,710+41.3% | $3,740+40.1% |
| Admin fee / account holder | $3,417 | $2,878+18.7% | $3,847-11.2% | $5,306-35.6% |