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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 | $32,339 | $99,633-67.5% | $183,328-82.4% | $82,448-60.8% |
| Participation rate | 56.0% | 70.8%-14.8pp | 77.3%-21.3pp | 68.1%-12.1pp |
| Annual return | 20.57% | 17.84%+2.7pp | 29.67%-9.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,471 | $3,256-24.1% | $5,055-51.1% | $2,551-3.1% |
| Participant deferral / active EE | $3,923 | $4,938-20.6% | $6,795-42.3% | $4,139-5.2% |
| Admin fee / account holder | $773 | $9,934-92.2% | $21,427-96.4% | $7,234-89.3% |