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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 | $41,627 | $106,864-61.0% | $147,318-71.7% | $82,637-49.6% |
| Participation rate | 60.4% | 75.5%-15.1pp | 82.1%-21.6pp | 68.1%-7.6pp |
| Annual return | 31.29% | 27.49%+3.8pp | 70.43%-39.1pp | 53.51%-22.2pp |
| Employer contribution / active EE | $2,140 | $3,417-37.4% | $4,593-53.4% | $2,552-16.2% |
| Participant deferral / active EE | $4,430 | $6,496-31.8% | $7,906-44.0% | $4,126+7.4% |
| Admin fee / account holder | $1,633 | $8,415-80.6% | $13,708-88.1% | $7,339-77.7% |