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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 | $43,883 | $73,978-40.7% | $96,515-54.5% | $75,173-41.6% |
| Participation rate | 63.1% | 66.4%-3.4pp | 74.3%-11.3pp | 67.2%-4.1pp |
| Annual return | 29.61% | 26.72%+2.9pp | 35.73%-6.1pp | 160.72%-131.1pp |
| Employer contribution / active EE | $1,959 | $2,931-33.1% | $3,740-47.6% | $2,671-26.6% |
| Participant deferral / active EE | $3,512 | $3,660-4.0% | $4,880-28.0% | $4,126-14.9% |
| Admin fee / account holder | $312 | $5,219-94.0% | $6,735-95.4% | $5,651-94.5% |