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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 | $36,692 | $65,041-43.6% | $90,965-59.7% | $79,858-54.1% |
| Participation rate | 63.0% | 61.6%+1.4pp | 69.0%-6.0pp | 69.6%-6.7pp |
| Annual return | 14.51% | 30.45%-15.9pp | 134.57%-120.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,955 | $1,247+56.8% | $2,122-7.9% | $2,471-20.9% |
| Participant deferral / active EE | $3,132 | $2,512+24.7% | $3,373-7.2% | $3,740-16.3% |
| Admin fee / account holder | $5,909 | $4,536+30.3% | $5,960-0.9% | $5,306+11.4% |