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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 | $59,265 | $72,269-18.0% | $101,271-41.5% | $79,852-25.8% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 28.05% | 22.29%+5.8pp | 46.48%-18.4pp | 31.72%-3.7pp |
| Employer contribution / active EE | $1,532 | $2,692-43.1% | $3,660-58.1% | $2,471-38.0% |
| Participant deferral / active EE | $1,623 | $3,282-50.5% | $4,371-62.9% | $3,740-56.6% |
| Admin fee / account holder | $1,578 | $4,401-64.2% | $5,948-73.5% | $5,306-70.3% |