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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 | $28,405 | $72,269-60.7% | $101,271-72.0% | $79,852-64.4% |
| Participation rate | 65.5% | 68.5%-2.9pp | 75.8%-10.3pp | 69.6%-4.1pp |
| Annual return | 29.12% | 22.29%+6.8pp | 46.48%-17.4pp | 31.72%-2.6pp |
| Employer contribution / active EE | $1,486 | $2,692-44.8% | $3,660-59.4% | $2,471-39.9% |
| Participant deferral / active EE | $4,136 | $3,282+26.0% | $4,371-5.4% | $3,740+10.6% |
| Admin fee / account holder | $3,215 | $4,401-27.0% | $5,948-45.9% | $5,306-39.4% |