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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 | $42,265 | $46,877-9.8% | $122,354-65.5% | $70,126-39.7% |
| Participation rate | 68.8% | 58.2%+10.5pp | 71.6%-2.9pp | 69.5%-0.8pp |
| Annual return | 14.57% | 24.22%-9.6pp | 30.28%-15.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,921 | $1,288+49.1% | $4,051-52.6% | $2,343-18.0% |
| Participant deferral / active EE | $1,995 | $2,167-7.9% | $3,287-39.3% | $3,332-40.1% |
| Admin fee / account holder | $1,154 | $3,324-65.3% | $5,479-78.9% | $4,645-75.2% |