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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 | $32,634 | $77,908-58.1% | $149,696-78.2% | $75,173-56.6% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 17.92% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,784 | $3,138-43.1% | $4,821-63.0% | $2,671-33.2% |
| Participant deferral / active EE | $6,024 | $3,411+76.6% | $5,682+6.0% | $4,126+46.0% |
| Admin fee / account holder | $1,669 | $5,950-71.9% | $13,212-87.4% | $5,651-70.5% |