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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 | $56,041 | $100,194-44.1% | $122,979-54.4% | $86,983-35.6% |
| Participation rate | 32.9% | 73.0%-40.1pp | 77.2%-44.3pp | 69.5%-36.7pp |
| Annual return | 33.28% | 16.47%+16.8pp | 20.12%+13.2pp | 25.83%+7.4pp |
| Employer contribution / active EE | $1,270 | $2,326-45.4% | $3,062-58.5% | $2,584-50.9% |
| Participant deferral / active EE | $2,835 | $4,133-31.4% | $5,003-43.3% | $4,194-32.4% |
| Admin fee / account holder | $5,518 | $10,148-45.6% | $12,864-57.1% | $7,856-29.8% |