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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 | $28,665 | $75,058-61.8% | $152,301-81.2% | $64,340-55.4% |
| Participation rate | 61.4% | 60.9%+0.5pp | 82.4%-21.0pp | 55.2%+6.2pp |
| Annual return | 24.04% | 29.93%-5.9pp | 80.50%-56.5pp | 24.14%-0.1pp |
| Employer contribution / active EE | $1,240 | $2,605-52.4% | $4,624-73.2% | $1,862-33.4% |
| Participant deferral / active EE | $5,019 | $5,041-0.4% | $8,004-37.3% | $2,980+68.4% |
| Admin fee / account holder | $5,732 | $4,050+41.5% | $14,398-60.2% | $3,703+54.8% |