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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 | $57,029 | $72,290-21.1% | $260,467-78.1% | $69,733-18.2% |
| Participation rate | 40.3% | 62.1%-21.8pp | 80.5%-40.1pp | 62.5%-22.1pp |
| Annual return | 18.01% | 15.52%+2.5pp | 100.60%-82.6pp | 15.22%+2.8pp |
| Employer contribution / active EE | $953 | $2,277-58.1% | $4,239-77.5% | $2,250-57.6% |
| Participant deferral / active EE | $3,257 | $3,176+2.5% | $6,319-48.5% | $3,054+6.6% |
| Admin fee / account holder | $5,471 | $6,687-18.2% | $15,461-64.6% | $3,102+76.4% |