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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 | $34,462 | $71,230-51.6% | $93,727-63.2% | $80,959-57.4% |
| Participation rate | 60.3% | 60.4%-0.1pp | 68.7%-8.4pp | 67.7%-7.4pp |
| Annual return | 15.86% | 11.26%+4.6pp | 133.83%-118.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,032 | $1,565+93.7% | $2,421+25.2% | $2,757+10.0% |
| Participant deferral / active EE | $5,158 | $4,037+27.8% | $4,417+16.8% | $4,300+19.9% |
| Admin fee / account holder | $1,157 | $6,961-83.4% | $8,292-86.0% | $6,925-83.3% |