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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 | $42,968 | $65,034-33.9% | $90,970-52.8% | $79,856-46.2% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.1pp |
| Annual return | 30.84% | 30.45%+0.4pp | 134.60%-103.8pp | 31.71%-0.9pp |
| Employer contribution / active EE | $893 | $1,247-28.4% | $2,122-57.9% | $2,471-63.9% |
| Participant deferral / active EE | $2,456 | $2,512-2.2% | $3,373-27.2% | $3,741-34.3% |
| Admin fee / account holder | $654 | $4,536-85.6% | $5,961-89.0% | $5,306-87.7% |