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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 | $40,388 | $72,273-44.1% | $101,275-60.1% | $79,856-49.4% |
| Participation rate | 67.6% | 68.5%-0.8pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 16.21% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,343 | $2,691-50.1% | $3,660-63.3% | $2,471-45.7% |
| Participant deferral / active EE | $4,882 | $3,282+48.8% | $4,371+11.7% | $3,741+30.5% |
| Admin fee / account holder | $2,052 | $4,401-53.4% | $5,948-65.5% | $5,306-61.3% |