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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 | $41,422 | $45,343-8.6% | $150,298-72.4% | $67,986-39.1% |
| Participation rate | 55.4% | 51.9%+3.5pp | 77.8%-22.4pp | 57.2%-1.9pp |
| Annual return | 18.51% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,190 | $1,462-18.6% | $4,154-71.3% | $2,019-41.0% |
| Participant deferral / active EE | $2,915 | $2,055+41.9% | $5,453-46.5% | $3,358-13.2% |
| Admin fee / account holder | $3,259 | $2,250+44.9% | $14,116-76.9% | $3,203+1.7% |