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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 | $29,576 | $76,642-61.4% | $146,866-79.9% | $65,306-54.7% |
| Participation rate | 61.6% | 61.2%+0.4pp | 82.5%-20.9pp | 57.7%+3.9pp |
| Annual return | 20.24% | 33.40%-13.2pp | 102.85%-82.6pp | 21.94%-1.7pp |
| Employer contribution / active EE | $2,406 | $2,621-8.2% | $4,425-45.6% | $1,967+22.3% |
| Participant deferral / active EE | $4,174 | $4,864-14.2% | $7,759-46.2% | $2,959+41.1% |
| Admin fee / account holder | $602 | $3,960-84.8% | $13,620-95.6% | $3,480-82.7% |