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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 | $41,195 | $54,763-24.8% | $90,324-54.4% | $72,976-43.5% |
| Participation rate | 62.0% | 65.2%-3.2pp | 73.3%-11.3pp | 69.5%-7.5pp |
| Annual return | 30.30% | 30.63%-0.3pp | 78.15%-47.9pp | 81.02%-50.7pp |
| Employer contribution / active EE | $1,854 | $2,093-11.4% | $2,856-35.1% | $2,440-24.0% |
| Participant deferral / active EE | $3,744 | $2,887+29.7% | $3,885-3.6% | $3,608+3.8% |
| Admin fee / account holder | $1,554 | $3,973-60.9% | $5,356-71.0% | $5,124-69.7% |