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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 | $29,777 | $45,082-33.9% | $69,464-57.1% | $72,975-59.2% |
| Participation rate | 67.1% | 68.5%-1.4pp | 74.6%-7.5pp | 69.5%-2.4pp |
| Annual return | 39.58% | 22.66%+16.9pp | 28.98%+10.6pp | 81.01%-41.4pp |
| Employer contribution / active EE | $1,301 | $2,055-36.7% | $2,779-53.2% | $2,440-46.7% |
| Participant deferral / active EE | $4,899 | $2,604+88.1% | $3,536+38.5% | $3,608+35.8% |
| Admin fee / account holder | $3,506 | $3,057+14.7% | $3,840-8.7% | $5,124-31.6% |