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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 | $27,519 | $57,140-51.8% | $85,240-67.7% | $80,959-66.0% |
| Participation rate | 54.8% | 56.4%-1.6pp | 67.5%-12.7pp | 67.7%-12.8pp |
| Annual return | 11.12% | 21.71%-10.6pp | 66.75%-55.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,060 | $1,802+14.3% | $2,735-24.7% | $2,757-25.3% |
| Participant deferral / active EE | $4,355 | $3,115+39.8% | $4,527-3.8% | $4,300+1.3% |
| Admin fee / account holder | $3,476 | $4,992-30.4% | $6,165-43.6% | $6,925-49.8% |