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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 | $43,616 | $55,902-22.0% | $76,030-42.6% | $80,959-46.1% |
| Participation rate | 64.7% | 62.1%+2.6pp | 69.1%-4.4pp | 67.7%-3.0pp |
| Annual return | 21.86% | 20.59%+1.3pp | 361.54%-339.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $1,580 | $1,867-15.4% | $2,688-41.2% | $2,757-42.7% |
| Participant deferral / active EE | $4,151 | $3,051+36.1% | $4,257-2.5% | $4,300-3.5% |
| Admin fee / account holder | $1,197 | $5,239-77.2% | $6,421-81.4% | $6,925-82.7% |