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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 | $43,024 | $44,746-3.8% | $88,179-51.2% | $64,097-32.9% |
| Participation rate | 37.7% | 39.8%-2.1pp | 69.1%-31.4pp | 55.2%-17.5pp |
| Annual return | 19.41% | 24.70%-5.3pp | 64.97%-45.6pp | 34.64%-15.2pp |
| Employer contribution / active EE | $1,121 | $1,078+4.1% | $2,549-56.0% | $1,891-40.7% |
| Participant deferral / active EE | $2,149 | $2,072+3.7% | $4,614-53.4% | $3,080-30.2% |
| Admin fee / account holder | $2,354 | $3,437-31.5% | $7,673-69.3% | $3,454-31.8% |