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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 | $41,299 | $64,010-35.5% | $108,359-61.9% | $64,340-35.8% |
| Participation rate | 64.6% | 49.4%+15.2pp | 70.1%-5.5pp | 55.2%+9.4pp |
| Annual return | 36.50% | 19.74%+16.8pp | 36.89%-0.4pp | 24.14%+12.4pp |
| Employer contribution / active EE | $1,182 | $1,029+14.9% | $2,399-50.7% | $1,862-36.5% |
| Participant deferral / active EE | $2,365 | $2,395-1.3% | $4,137-42.8% | $2,980-20.6% |
| Admin fee / account holder | $468 | $4,885-90.4% | $9,741-95.2% | $3,703-87.3% |