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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 | $33,095 | $93,589-64.6% | $135,942-75.7% | $75,181-56.0% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 20.09% | 30.90%-10.8pp | 68.28%-48.2pp | 160.69%-140.6pp |
| Employer contribution / active EE | $1,772 | $3,537-49.9% | $4,858-63.5% | $2,671-33.6% |
| Participant deferral / active EE | $4,364 | $6,405-31.9% | $7,759-43.8% | $4,126+5.8% |
| Admin fee / account holder | $2,954 | $6,977-57.7% | $10,764-72.6% | $5,650-47.7% |