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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 | $43,925 | $65,034-32.5% | $90,970-51.7% | $79,856-45.0% |
| Participation rate | 67.5% | 61.6%+5.9pp | 69.0%-1.5pp | 69.6%-2.1pp |
| Annual return | 16.60% | 30.45%-13.9pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $957 | $1,247-23.3% | $2,122-54.9% | $2,471-61.3% |
| Participant deferral / active EE | $1,454 | $2,512-42.1% | $3,373-56.9% | $3,741-61.1% |
| Admin fee / account holder | $464 | $4,536-89.8% | $5,961-92.2% | $5,306-91.2% |