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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 | $32,510 | $45,079-27.9% | $69,461-53.2% | $72,983-55.5% |
| Participation rate | 60.9% | 68.5%-7.6pp | 74.6%-13.7pp | 69.5%-8.6pp |
| Annual return | 26.65% | 22.65%+4.0pp | 28.97%-2.3pp | 81.01%-54.4pp |
| Employer contribution / active EE | $1,761 | $2,055-14.3% | $2,779-36.7% | $2,440-27.8% |
| Participant deferral / active EE | $5,988 | $2,603+130.1% | $3,536+69.4% | $3,608+66.0% |
| Admin fee / account holder | $3,811 | $3,056+24.7% | $3,840-0.7% | $5,124-25.6% |