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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 | $40,380 | $45,050-10.4% | $63,018-35.9% | $70,126-42.4% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 21.94% | 18.76%+3.2pp | 87.62%-65.7pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,880 | $2,052-8.4% | $2,761-31.9% | $2,343-19.7% |
| Participant deferral / active EE | $4,406 | $2,466+78.7% | $3,330+32.3% | $3,332+32.2% |
| Admin fee / account holder | $374 | $2,834-86.8% | $3,601-89.6% | $4,645-92.0% |