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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 | $43,758 | $77,920-43.8% | $149,723-70.8% | $75,177-41.8% |
| Participation rate | 67.2% | 65.6%+1.6pp | 78.8%-11.6pp | 67.2%0pp |
| Annual return | 18.99% | 31.72%-12.7pp | 134.50%-115.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,459 | $3,138-53.5% | $4,821-69.7% | $2,671-45.4% |
| Participant deferral / active EE | $3,979 | $3,411+16.6% | $5,682-30.0% | $4,126-3.6% |
| Admin fee / account holder | $1,832 | $5,951-69.2% | $13,215-86.1% | $5,651-67.6% |