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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 | $43,496-4.8% | $161,489-74.4% | $64,340-35.6% |
| Participation rate | 55.4% | 53.5%+1.8pp | 78.7%-23.3pp | 55.2%+0.1pp |
| Annual return | 18.51% | 20.76%-2.3pp | 89.72%-71.2pp | 24.14%-5.6pp |
| Employer contribution / active EE | $1,190 | $1,431-16.8% | $4,268-72.1% | $1,862-36.1% |
| Participant deferral / active EE | $2,915 | $1,996+46.1% | $5,630-48.2% | $2,980-2.2% |
| Admin fee / account holder | $3,259 | $2,330+39.9% | $16,006-79.6% | $3,703-12.0% |