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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 | $32,161 | $54,541-41.0% | $78,778-59.2% | $70,124-54.1% |
| Participation rate | 54.3% | 60.8%-6.5pp | 69.2%-14.9pp | 69.5%-15.3pp |
| Annual return | 13.45% | 21.07%-7.6pp | 35.62%-22.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,385 | $1,089+27.2% | $1,986-30.2% | $2,342-40.9% |
| Participant deferral / active EE | $2,376 | $2,210+7.5% | $2,958-19.7% | $3,332-28.7% |
| Admin fee / account holder | $5,485 | $3,709+47.9% | $5,134+6.8% | $4,645+18.1% |