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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 | $41,352 | $46,877-11.8% | $122,354-66.2% | $70,124-41.0% |
| Participation rate | 65.0% | 58.2%+6.8pp | 71.6%-6.6pp | 69.5%-4.5pp |
| Annual return | 19.38% | 24.22%-4.8pp | 30.28%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $266 | $1,288-79.4% | $4,051-93.4% | $2,342-88.7% |
| Participant deferral / active EE | $3,888 | $2,167+79.4% | $3,287+18.3% | $3,332+16.7% |
| Admin fee / account holder | $848 | $3,324-74.5% | $5,479-84.5% | $4,645-81.7% |