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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 | $38,196 | $93,617-59.2% | $135,982-71.9% | $75,177-49.2% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 29.06% | 30.89%-1.8pp | 68.32%-39.3pp | 160.75%-131.7pp |
| Employer contribution / active EE | $1,622 | $3,538-54.2% | $4,859-66.6% | $2,671-39.3% |
| Participant deferral / active EE | $5,785 | $6,406-9.7% | $7,760-25.5% | $4,126+40.2% |
| Admin fee / account holder | $413 | $6,980-94.1% | $10,767-96.2% | $5,651-92.7% |