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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 | $29,515 | $90,400-67.4% | $186,193-84.1% | $87,485-66.3% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.1%-17.1pp | 68.9%-8.9pp |
| Annual return | 27.65% | 22.15%+5.5pp | 78.03%-50.4pp | 26.06%+1.6pp |
| Employer contribution / active EE | $2,900 | $2,170+33.6% | $3,918-26.0% | $2,596+11.7% |
| Participant deferral / active EE | $6,650 | $4,330+53.6% | $6,513+2.1% | $4,274+55.6% |
| Admin fee / account holder | $1,694 | $8,673-80.5% | $11,058-84.7% | $7,775-78.2% |