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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 | $28,334 | $87,878-67.8% | $97,411-70.9% | $82,637-65.7% |
| Participation rate | 60.3% | 75.6%-15.3pp | 80.4%-20.1pp | 68.1%-7.8pp |
| Annual return | 53.83% | 54.63%-0.8pp | 34.72%+19.1pp | 53.51%+0.3pp |
| Employer contribution / active EE | $2,076 | $3,800-45.4% | $4,210-50.7% | $2,552-18.7% |
| Participant deferral / active EE | $3,337 | $5,525-39.6% | $5,886-43.3% | $4,126-19.1% |
| Admin fee / account holder | $2,037 | $6,743-69.8% | $7,145-71.5% | $7,339-72.2% |