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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 | $40,031 | $116,167-65.5% | $64,489-37.9% | $137,256-70.8% |
| Participation rate | 68.4% | 68.2%+0.2pp | 67.7%+0.7pp | 80.0%-11.5pp |
| Annual return | 18.02% | 36.55%-18.5pp | 55.03%-37.0pp | 220.34%-202.3pp |
| Employer contribution / active EE | $353 | $2,483-85.8% | $1,523-76.8% | $4,156-91.5% |
| Participant deferral / active EE | $1,593 | $4,215-62.2% | $2,778-42.7% | $6,407-75.1% |
| Admin fee / account holder | $4,361 | $6,188-29.5% | $4,260+2.4% | $12,270-64.5% |