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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 | $46,991 | $52,279-10.1% | $89,435-47.5% | $79,856-41.2% |
| Participation rate | 67.4% | 57.5%+9.9pp | 68.0%-0.6pp | 69.6%-2.2pp |
| Annual return | 13.31% | 22.16%-8.9pp | 245.55%-232.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,584 | $1,572+0.8% | $2,587-38.8% | $2,471-35.9% |
| Participant deferral / active EE | $3,026 | $2,740+10.4% | $3,890-22.2% | $3,741-19.1% |
| Admin fee / account holder | $2,879 | $3,356-14.2% | $4,884-41.1% | $5,306-45.8% |