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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 | $39,392 | $122,962-68.0% | $71,585-45.0% | $138,895-71.6% |
| Participation rate | 65.2% | 68.9%-3.6pp | 68.2%-2.9pp | 79.9%-14.7pp |
| Annual return | 14.20% | 37.84%-23.6pp | 59.26%-45.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,044 | $2,620-22.0% | $1,669+22.5% | $4,194-51.3% |
| Participant deferral / active EE | $6,302 | $4,311+46.2% | $2,923+115.6% | $6,396-1.5% |
| Admin fee / account holder | $5,297 | $6,488-18.4% | $4,712+12.4% | $12,562-57.8% |