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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 | $30,964 | $91,179-66.0% | $178,499-82.7% | $79,852-61.2% |
| Participation rate | 65.0% | 69.2%-4.2pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 27.24% | 24.19%+3.0pp | 151.10%-123.9pp | 31.72%-4.5pp |
| Employer contribution / active EE | $2,494 | $3,256-23.4% | $5,011-50.2% | $2,471+0.9% |
| Participant deferral / active EE | $5,209 | $3,236+61.0% | $5,202+0.1% | $3,740+39.3% |
| Admin fee / account holder | $783 | $6,749-88.4% | $13,986-94.4% | $5,306-85.2% |