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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 | $38,054 | $51,638-26.3% | $129,406-70.6% | $80,959-53.0% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 13.51% | 20.78%-7.3pp | 9468.18%-9454.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,650 | $1,584+4.2% | $4,155-60.3% | $2,757-40.2% |
| Participant deferral / active EE | $3,272 | $2,670+22.5% | $4,167-21.5% | $4,300-23.9% |
| Admin fee / account holder | $3,018 | $4,313-30.0% | $7,689-60.8% | $6,925-56.4% |