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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 | $35,980 | $71,215-49.5% | $93,696-61.6% | $80,935-55.5% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-13.0pp | 67.7%-11.9pp |
| Annual return | 20.91% | 11.27%+9.6pp | 133.74%-112.8pp | 35.66%-14.8pp |
| Employer contribution / active EE | $2,653 | $1,565+69.5% | $2,422+9.5% | $2,757-3.8% |
| Participant deferral / active EE | $5,764 | $4,037+42.8% | $4,417+30.5% | $4,299+34.1% |
| Admin fee / account holder | $2,427 | $6,958-65.1% | $8,287-70.7% | $6,924-65.0% |