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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 | $28,609 | $88,672-67.7% | $105,223-72.8% | $82,448-65.3% |
| Participation rate | 54.2% | 67.9%-13.7pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 16.98% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,531 | $3,048-17.0% | $3,689-31.4% | $2,551-0.8% |
| Participant deferral / active EE | $3,052 | $4,036-24.4% | $5,072-39.8% | $4,139-26.3% |
| Admin fee / account holder | $5,802 | $7,146-18.8% | $8,859-34.5% | $7,234-19.8% |