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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 | $41,767 | $48,327-13.6% | $67,575-38.2% | $80,935-48.4% |
| Participation rate | 57.6% | 66.4%-8.8pp | 72.9%-15.3pp | 67.7%-10.1pp |
| Annual return | 14.98% | 18.31%-3.3pp | 3528.98%-3514.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,494 | $2,022-26.1% | $2,736-45.4% | $2,757-45.8% |
| Participant deferral / active EE | $4,695 | $2,927+60.4% | $4,003+17.3% | $4,299+9.2% |
| Admin fee / account holder | $653 | $3,692-82.3% | $3,993-83.6% | $6,924-90.6% |