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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 | $90,674-68.8% | $96,707-70.7% | $82,448-65.6% |
| Participation rate | 60.3% | 75.9%-15.7pp | 80.4%-20.1pp | 68.1%-7.8pp |
| Annual return | 53.83% | 49.05%+4.8pp | 34.78%+19.0pp | 41.64%+12.2pp |
| Employer contribution / active EE | $2,076 | $3,975-47.8% | $4,191-50.5% | $2,551-18.6% |
| Participant deferral / active EE | $3,337 | $5,696-41.4% | $5,997-44.4% | $4,139-19.4% |
| Admin fee / account holder | $2,037 | $7,568-73.1% | $7,503-72.8% | $7,234-71.8% |