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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 | $40,309 | $43,496-7.3% | $161,489-75.0% | $64,340-37.3% |
| Participation rate | 61.8% | 53.5%+8.2pp | 78.7%-16.9pp | 55.2%+6.5pp |
| Annual return | 17.87% | 20.76%-2.9pp | 89.72%-71.8pp | 24.14%-6.3pp |
| Employer contribution / active EE | $1,627 | $1,431+13.7% | $4,268-61.9% | $1,862-12.6% |
| Participant deferral / active EE | $3,876 | $1,996+94.2% | $5,630-31.1% | $2,980+30.1% |
| Admin fee / account holder | $2,166 | $2,330-7.0% | $16,006-86.5% | $3,703-41.5% |