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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 | $42,762 | $46,877-8.8% | $122,354-65.1% | $70,126-39.0% |
| Participation rate | 54.2% | 58.2%-4.0pp | 71.6%-17.4pp | 69.5%-15.3pp |
| Annual return | 34.26% | 24.22%+10.0pp | 30.28%+4.0pp | 73.15%-38.9pp |
| Employer contribution / active EE | $1,953 | $1,288+51.6% | $4,051-51.8% | $2,343-16.6% |
| Participant deferral / active EE | $1,787 | $2,167-17.6% | $3,287-45.6% | $3,332-46.4% |
| Admin fee / account holder | $4,220 | $3,324+27.0% | $5,479-23.0% | $4,645-9.2% |