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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 | $58,018 | $57,140+1.5% | $85,240-31.9% | $80,959-28.3% |
| Participation rate | 31.0% | 56.4%-25.4pp | 67.5%-36.5pp | 67.7%-36.6pp |
| Annual return | 31.53% | 21.71%+9.8pp | 66.75%-35.2pp | 35.67%-4.1pp |
| Employer contribution / active EE | $819 | $1,802-54.6% | $2,735-70.1% | $2,757-70.3% |
| Participant deferral / active EE | $4,038 | $3,115+29.6% | $4,527-10.8% | $4,300-6.1% |
| Admin fee / account holder | $16,947 | $4,992+239.5% | $6,165+174.9% | $6,925+144.7% |