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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 | $41,211 | $45,119-8.7% | $85,126-51.6% | $74,429-44.6% |
| Participation rate | 52.6% | 49.4%+3.2pp | 67.5%-15.0pp | 67.2%-14.7pp |
| Annual return | 12.70% | 26.28%-13.6pp | 66.63%-53.9pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,797 | $1,460+23.0% | $2,731-34.2% | $2,625-31.5% |
| Participant deferral / active EE | $2,757 | $2,738+0.7% | $4,523-39.0% | $4,348-36.6% |
| Admin fee / account holder | $3,342 | $2,214+50.9% | $6,160-45.8% | $1,944+71.9% |