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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 | $40,038 | $48,011-16.6% | $63,803-37.2% | $82,637-51.5% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 13.73% | 19.84%-6.1pp | 543.72%-530.0pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,279 | $1,904+19.7% | $2,532-10.0% | $2,552-10.7% |
| Participant deferral / active EE | $4,168 | $2,846+46.4% | $3,843+8.5% | $4,126+1.0% |
| Admin fee / account holder | $5,315 | $3,873+37.2% | $5,196+2.3% | $7,339-27.6% |