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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 | $30,823 | $78,428-60.7% | $95,960-67.9% | $79,852-61.4% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.7pp |
| Annual return | 21.80% | 19.37%+2.4pp | 91.63%-69.8pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,451 | $1,945-25.4% | $2,541-42.9% | $2,471-41.3% |
| Participant deferral / active EE | $4,579 | $3,440+33.1% | $4,167+9.9% | $3,740+22.4% |
| Admin fee / account holder | $1,891 | $5,622-66.4% | $6,797-72.2% | $5,306-64.4% |