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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 | $57,061+1.7% | $85,063-31.8% | $80,911-28.3% |
| Participation rate | 31.0% | 56.3%-25.3pp | 67.5%-36.5pp | 67.6%-36.6pp |
| Annual return | 31.53% | 21.66%+9.9pp | 66.54%-35.0pp | 35.63%-4.1pp |
| Employer contribution / active EE | $819 | $1,799-54.5% | $2,727-70.0% | $2,756-70.3% |
| Participant deferral / active EE | $4,038 | $3,110+29.8% | $4,523-10.7% | $4,297-6.0% |
| Admin fee / account holder | $16,947 | $4,986+239.9% | $6,155+175.3% | $6,935+144.4% |