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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 | $44,045 | $43,496+1.3% | $161,489-72.7% | $64,340-31.5% |
| Participation rate | 63.1% | 53.5%+9.6pp | 78.7%-15.6pp | 55.2%+7.9pp |
| Annual return | 16.27% | 20.76%-4.5pp | 89.72%-73.4pp | 24.14%-7.9pp |
| Employer contribution / active EE | $1,800 | $1,431+25.8% | $4,268-57.8% | $1,862-3.3% |
| Participant deferral / active EE | $2,834 | $1,996+42.0% | $5,630-49.7% | $2,980-4.9% |
| Admin fee / account holder | $4,233 | $2,330+81.6% | $16,006-73.6% | $3,703+14.3% |