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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 | $32,602 | $65,395-50.1% | $182,540-82.1% | $72,975-55.3% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 30.70% | 27.68%+3.0pp | 148.58%-117.9pp | 81.01%-50.3pp |
| Employer contribution / active EE | $2,268 | $1,911+18.7% | $4,076-44.4% | $2,440-7.1% |
| Participant deferral / active EE | $5,234 | $3,563+46.9% | $5,525-5.3% | $3,608+45.1% |
| Admin fee / account holder | $2,263 | $4,245-46.7% | $8,593-73.7% | $5,124-55.8% |