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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 | $33,611 | $112,729-70.2% | $98,716-66.0% | $137,256-75.5% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.3%-14.3pp | 80.0%-25.0pp |
| Annual return | 20.88% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,390 | $2,725-49.0% | $2,279-39.0% | $4,156-66.6% |
| Participant deferral / active EE | $5,063 | $4,640+9.1% | $4,048+25.1% | $6,407-21.0% |
| Admin fee / account holder | $1,350 | $10,129-86.7% | $8,703-84.5% | $12,270-89.0% |