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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 | $42,025 | $72,492-42.0% | $87,104-51.8% | $72,975-42.4% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 26.19% | 24.46%+1.7pp | 28.19%-2.0pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,936 | $1,894+2.2% | $2,521-23.2% | $2,440-20.6% |
| Participant deferral / active EE | $3,954 | $3,270+20.9% | $4,048-2.3% | $3,608+9.6% |
| Admin fee / account holder | $2,905 | $5,055-42.5% | $7,491-61.2% | $5,124-43.3% |