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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 | $40,583 | $45,312-10.4% | $86,233-52.9% | $67,986-40.3% |
| Participation rate | 37.4% | 42.4%-5.0pp | 69.0%-31.6pp | 57.2%-19.8pp |
| Annual return | 17.11% | 24.79%-7.7pp | 61.39%-44.3pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,442 | $1,160+24.3% | $2,504-42.4% | $2,019-28.6% |
| Participant deferral / active EE | $3,684 | $2,185+68.7% | $4,559-19.2% | $3,358+9.7% |
| Admin fee / account holder | $12,392 | $3,295+276.1% | $8,342+48.5% | $3,203+286.9% |