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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 | $39,241 | $67,606-42.0% | $82,313-52.3% | $70,124-44.0% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.9%-18.2pp | 69.5%-10.8pp |
| Annual return | 25.35% | 21.57%+3.8pp | 25.88%-0.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,408 | $1,755-19.8% | $2,428-42.0% | $2,342-39.9% |
| Participant deferral / active EE | $2,386 | $2,987-20.1% | $3,706-35.6% | $3,332-28.4% |
| Admin fee / account holder | $10,628 | $4,512+135.5% | $5,608+89.5% | $4,645+128.8% |