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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 | $31,625 | $54,757-42.2% | $90,304-65.0% | $72,975-56.7% |
| Participation rate | 65.6% | 65.2%+0.5pp | 73.3%-7.6pp | 69.5%-3.9pp |
| Annual return | 22.88% | 30.63%-7.7pp | 78.13%-55.2pp | 81.01%-58.1pp |
| Employer contribution / active EE | $969 | $2,093-53.7% | $2,855-66.1% | $2,440-60.3% |
| Participant deferral / active EE | $5,059 | $2,887+75.2% | $3,885+30.2% | $3,608+40.2% |
| Admin fee / account holder | $5,409 | $3,973+36.1% | $5,354+1.0% | $5,124+5.6% |