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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 | $42,525 | $52,580-19.1% | $71,671-40.7% | $70,126-39.4% |
| Participation rate | 61.1% | 60.9%+0.2pp | 68.7%-7.6pp | 69.5%-8.4pp |
| Annual return | 13.37% | 20.25%-6.9pp | 20.65%-7.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,007 | $1,616-37.7% | $2,460-59.1% | $2,343-57.0% |
| Participant deferral / active EE | $2,470 | $2,386+3.5% | $3,438-28.1% | $3,332-25.9% |
| Admin fee / account holder | $2,469 | $3,653-32.4% | $5,558-55.6% | $4,645-46.8% |