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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 | $28,714 | $44,746-35.8% | $88,179-67.4% | $64,097-55.2% |
| Participation rate | 56.6% | 39.8%+16.8pp | 69.1%-12.5pp | 55.2%+1.4pp |
| Annual return | 24.25% | 24.70%-0.5pp | 64.97%-40.7pp | 34.64%-10.4pp |
| Employer contribution / active EE | $1,923 | $1,078+78.5% | $2,549-24.6% | $1,891+1.7% |
| Participant deferral / active EE | $4,377 | $2,072+111.3% | $4,614-5.1% | $3,080+42.1% |
| Admin fee / account holder | $465 | $3,437-86.5% | $7,673-93.9% | $3,454-86.6% |