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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 | $33,833 | $50,082-32.4% | $93,515-63.8% | $79,856-57.6% |
| Participation rate | 67.7% | 60.9%+6.8pp | 66.8%+0.9pp | 69.6%-1.9pp |
| Annual return | 17.56% | 24.59%-7.0pp | 78.21%-60.6pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,716 | $1,303+31.7% | $2,077-17.4% | $2,471-30.5% |
| Participant deferral / active EE | $4,292 | $2,212+94.0% | $3,129+37.2% | $3,741+14.7% |
| Admin fee / account holder | $377 | $3,454-89.1% | $5,235-92.8% | $5,306-92.9% |