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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 | $40,766 | $64,920-37.2% | $103,693-60.7% | $86,983-53.1% |
| Participation rate | 65.3% | 63.6%+1.7pp | 72.6%-7.4pp | 69.5%-4.3pp |
| Annual return | 14.74% | 30.29%-15.6pp | 47.61%-32.9pp | 25.83%-11.1pp |
| Employer contribution / active EE | $711 | $2,141-66.8% | $2,920-75.7% | $2,584-72.5% |
| Participant deferral / active EE | $2,375 | $3,241-26.7% | $4,579-48.1% | $4,194-43.4% |
| Admin fee / account holder | $2,627 | $6,191-57.6% | $7,858-66.6% | $7,856-66.6% |