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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 | $33,676 | $51,638-34.8% | $129,406-74.0% | $80,959-58.4% |
| Participation rate | 53.6% | 56.9%-3.4pp | 69.6%-16.1pp | 67.7%-14.1pp |
| Annual return | 22.24% | 20.78%+1.5pp | 9468.18%-9445.9pp | 35.67%-13.4pp |
| Employer contribution / active EE | $2,031 | $1,584+28.3% | $4,155-51.1% | $2,757-26.3% |
| Participant deferral / active EE | $2,858 | $2,670+7.0% | $4,167-31.4% | $4,300-33.5% |
| Admin fee / account holder | $596 | $4,313-86.2% | $7,689-92.3% | $6,925-91.4% |