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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 | $32,750 | $57,541-43.1% | $95,740-65.8% | $75,173-56.4% |
| Participation rate | 60.6% | 62.5%-1.9pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 28.19% | 34.93%-6.7pp | 28.41%-0.2pp | 160.72%-132.5pp |
| Employer contribution / active EE | $2,814 | $1,808+55.7% | $2,836-0.8% | $2,671+5.4% |
| Participant deferral / active EE | $5,200 | $3,074+69.2% | $4,244+22.5% | $4,126+26.0% |
| Admin fee / account holder | $2,056 | $4,099-49.8% | $5,676-63.8% | $5,651-63.6% |