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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 | $20,447 | $72,027-71.6% | $185,835-89.0% | $79,852-74.4% |
| Participation rate | 63.0% | 65.8%-2.8pp | 78.0%-15.1pp | 69.6%-6.7pp |
| Annual return | 62.46% | 23.13%+39.3pp | 35.96%+26.5pp | 31.72%+30.7pp |
| Employer contribution / active EE | $1,989 | $1,965+1.2% | $4,087-51.3% | $2,471-19.5% |
| Participant deferral / active EE | $4,380 | $3,780+15.9% | $5,633-22.2% | $3,740+17.1% |
| Admin fee / account holder | $397 | $4,513-91.2% | $9,502-95.8% | $5,306-92.5% |