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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 | $33,444 | $45,343-26.2% | $150,298-77.7% | $67,986-50.8% |
| Participation rate | 57.3% | 51.9%+5.4pp | 77.8%-20.5pp | 57.2%+0.1pp |
| Annual return | 22.85% | 33.28%-10.4pp | 62.79%-39.9pp | 31.67%-8.8pp |
| Employer contribution / active EE | $1,558 | $1,462+6.5% | $4,154-62.5% | $2,019-22.8% |
| Participant deferral / active EE | $3,423 | $2,055+66.6% | $5,453-37.2% | $3,358+1.9% |
| Admin fee / account holder | $5,842 | $2,250+159.7% | $14,116-58.6% | $3,203+82.4% |