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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 | $42,900 | $65,246-34.2% | $98,716-56.5% | $67,986-36.9% |
| Participation rate | 69.8% | 51.4%+18.4pp | 69.3%+0.5pp | 57.2%+12.6pp |
| Annual return | 31.61% | 20.58%+11.0pp | 31.81%-0.2pp | 31.67%-0.1pp |
| Employer contribution / active EE | $1,911 | $1,042+83.4% | $2,279-16.1% | $2,019-5.3% |
| Participant deferral / active EE | $4,287 | $2,594+65.3% | $4,048+5.9% | $3,358+27.7% |
| Admin fee / account holder | $1,988 | $4,561-56.4% | $8,703-77.2% | $3,203-37.9% |