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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 | $31,025 | $65,367-52.5% | $92,915-66.6% | $72,976-57.5% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.9pp |
| Annual return | 21.90% | 42.11%-20.2pp | 109.45%-87.6pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,451 | $2,594-44.1% | $3,653-60.3% | $2,440-40.5% |
| Participant deferral / active EE | $3,267 | $3,128+4.4% | $4,238-22.9% | $3,608-9.4% |
| Admin fee / account holder | $5,904 | $4,251+38.9% | $5,796+1.9% | $5,124+15.2% |