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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 | $46,472 | $77,908-40.4% | $149,696-69.0% | $75,173-38.2% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 25.62% | 31.73%-6.1pp | 134.46%-108.8pp | 160.72%-135.1pp |
| Employer contribution / active EE | $2,138 | $3,138-31.9% | $4,821-55.7% | $2,671-20.0% |
| Participant deferral / active EE | $4,635 | $3,411+35.9% | $5,682-18.4% | $4,126+12.3% |
| Admin fee / account holder | $519 | $5,950-91.3% | $13,212-96.1% | $5,651-90.8% |