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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 | $31,440 | $43,730-28.1% | $121,220-74.1% | $64,173-51.0% |
| Participation rate | 51.5% | 58.3%-6.9pp | 71.8%-20.3pp | 69.6%-18.1pp |
| Annual return | 7.42% | 68.94%-61.5pp | 16.94%-9.5pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,804 | $1,297+39.1% | $4,023-55.2% | $2,381-24.2% |
| Participant deferral / active EE | $3,359 | $2,281+47.3% | $3,345+0.4% | $3,470-3.2% |
| Admin fee / account holder | $2,398 | $3,502-31.5% | $5,021-52.2% | $4,887-50.9% |