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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 | $39,785 | $52,279-23.9% | $89,400-55.5% | $79,858-50.2% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 19.43% | 22.16%-2.7pp | 245.64%-226.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,021 | $1,572+28.6% | $2,586-21.8% | $2,471-18.2% |
| Participant deferral / active EE | $3,602 | $2,740+31.4% | $3,890-7.4% | $3,740-3.7% |
| Admin fee / account holder | $2,833 | $3,356-15.6% | $4,882-42.0% | $5,306-46.6% |