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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 | $32,889 | $73,955-55.5% | $96,520-65.9% | $75,181-56.3% |
| Participation rate | 51.1% | 66.4%-15.3pp | 74.3%-23.2pp | 67.2%-16.1pp |
| Annual return | 60.96% | 26.72%+34.2pp | 35.72%+25.2pp | 160.69%-99.7pp |
| Employer contribution / active EE | $1,427 | $2,930-51.3% | $3,739-61.8% | $2,671-46.6% |
| Participant deferral / active EE | $2,387 | $3,659-34.8% | $4,879-51.1% | $4,126-42.1% |
| Admin fee / account holder | $4,855 | $5,217-6.9% | $6,733-27.9% | $5,650-14.1% |