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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 | $41,501 | $72,177-42.5% | $115,038-63.9% | $59,633-30.4% |
| Participation rate | 61.4% | 72.6%-11.2pp | 81.4%-20.0pp | 68.7%-7.3pp |
| Annual return | 18.03% | 12.02%+6.0pp | 26.14%-8.1pp | 2041.45%-2023.4pp |
| Employer contribution / active EE | $954 | $2,841-66.4% | $4,608-79.3% | $2,203-56.7% |
| Participant deferral / active EE | $3,909 | $4,783-18.3% | $6,026-35.1% | $3,192+22.5% |
| Admin fee / account holder | $4,218 | $4,927-14.4% | $8,175-48.4% | $4,297-1.8% |