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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 | $30,311 | $88,672-65.8% | $105,223-71.2% | $82,448-63.2% |
| Participation rate | 52.4% | 67.9%-15.5pp | 75.0%-22.7pp | 68.1%-15.7pp |
| Annual return | 22.72% | 30.86%-8.1pp | 180.65%-157.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,992 | $3,048-34.6% | $3,689-46.0% | $2,551-21.9% |
| Participant deferral / active EE | $4,861 | $4,036+20.4% | $5,072-4.2% | $4,139+17.4% |
| Admin fee / account holder | $514 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |