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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 | $40,625 | $63,365-35.9% | $91,994-55.8% | $72,975-44.3% |
| Participation rate | 69.6% | 72.5%-2.9pp | 78.6%-9.0pp | 69.5%+0.2pp |
| Annual return | 33.43% | 35.35%-1.9pp | 69.04%-35.6pp | 81.01%-47.6pp |
| Employer contribution / active EE | $3,987 | $2,116+88.5% | $3,453+15.5% | $2,440+63.4% |
| Participant deferral / active EE | $6,809 | $4,883+39.4% | $5,924+14.9% | $3,608+88.7% |
| Admin fee / account holder | $1,074 | $4,670-77.0% | $7,744-86.1% | $5,124-79.0% |