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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 | $60,702 | $109,359-44.5% | $162,177-62.6% | $72,975-16.8% |
| Participation rate | 57.8% | 84.3%-26.4pp | 87.6%-29.7pp | 69.5%-11.7pp |
| Annual return | 31.96% | 25.46%+6.5pp | 115.60%-83.6pp | 81.01%-49.1pp |
| Employer contribution / active EE | $1,516 | $3,907-61.2% | $5,613-73.0% | $2,440-37.9% |
| Participant deferral / active EE | $5,326 | $5,481-2.8% | $7,297-27.0% | $3,608+47.6% |
| Admin fee / account holder | $1,154 | $7,972-85.5% | $10,843-89.4% | $5,124-77.5% |