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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 | $47,946 | $78,423-38.9% | $95,964-50.0% | $79,856-40.0% |
| Participation rate | 67.8% | 73.5%-5.7pp | 77.1%-9.3pp | 69.6%-1.8pp |
| Annual return | 31.06% | 19.37%+11.7pp | 91.64%-60.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,771 | $1,945-9.0% | $2,541-30.3% | $2,471-28.3% |
| Participant deferral / active EE | $4,088 | $3,440+18.8% | $4,167-1.9% | $3,741+9.3% |
| Admin fee / account holder | $8,063 | $5,622+43.4% | $6,797+18.6% | $5,306+51.9% |