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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 | $29,583 | $54,541-45.8% | $78,778-62.4% | $70,126-57.8% |
| Participation rate | 59.5% | 60.8%-1.3pp | 69.2%-9.7pp | 69.5%-10.0pp |
| Annual return | 22.47% | 21.07%+1.4pp | 35.62%-13.1pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,337 | $1,089+22.8% | $1,986-32.7% | $2,343-42.9% |
| Participant deferral / active EE | $2,054 | $2,210-7.1% | $2,958-30.6% | $3,332-38.4% |
| Admin fee / account holder | $4,375 | $3,709+18.0% | $5,134-14.8% | $4,645-5.8% |