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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 | $40,747 | $43,730-6.8% | $121,220-66.4% | $64,173-36.5% |
| Participation rate | 41.2% | 58.3%-17.2pp | 71.8%-30.6pp | 69.6%-28.4pp |
| Annual return | 19.64% | 68.94%-49.3pp | 16.94%+2.7pp | 7.63%+12.0pp |
| Employer contribution / active EE | $666 | $1,297-48.6% | $4,023-83.4% | $2,381-72.0% |
| Participant deferral / active EE | $2,070 | $2,281-9.2% | $3,345-38.1% | $3,470-40.3% |
| Admin fee / account holder | $6,402 | $3,502+82.8% | $5,021+27.5% | $4,887+31.0% |