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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 | $33,324 | $44,746-25.5% | $88,179-62.2% | $64,097-48.0% |
| Participation rate | 53.3% | 39.8%+13.5pp | 69.1%-15.8pp | 55.2%-1.9pp |
| Annual return | 19.29% | 24.70%-5.4pp | 64.97%-45.7pp | 34.64%-15.3pp |
| Employer contribution / active EE | $1,606 | $1,078+49.0% | $2,549-37.0% | $1,891-15.1% |
| Participant deferral / active EE | $3,220 | $2,072+55.4% | $4,614-30.2% | $3,080+4.5% |
| Admin fee / account holder | $304 | $3,437-91.2% | $7,673-96.0% | $3,454-91.2% |