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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 | $34,148 | $59,440-42.6% | $78,004-56.2% | $82,637-58.7% |
| Participation rate | 67.3% | 62.8%+4.5pp | 69.4%-2.1pp | 68.1%-0.7pp |
| Annual return | 35.92% | 40.24%-4.3pp | 31.07%+4.9pp | 53.51%-17.6pp |
| Employer contribution / active EE | $5,003 | $1,750+185.8% | $2,469+102.6% | $2,552+96.0% |
| Participant deferral / active EE | $7,902 | $3,138+151.8% | $4,092+93.1% | $4,126+91.5% |
| Admin fee / account holder | $1,585 | $5,504-71.2% | $7,578-79.1% | $7,339-78.4% |