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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 | $43,011 | $53,128-19.0% | $86,582-50.3% | $70,126-38.7% |
| Participation rate | 64.7% | 65.3%-0.6pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | 22.54% | 27.66%-5.1pp | 965.08%-942.5pp | 73.15%-50.6pp |
| Employer contribution / active EE | $2,562 | $2,068+23.9% | $2,839-9.8% | $2,343+9.4% |
| Participant deferral / active EE | $4,722 | $2,695+75.2% | $3,609+30.9% | $3,332+41.7% |
| Admin fee / account holder | $1,555 | $3,584-56.6% | $4,904-68.3% | $4,645-66.5% |