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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 | $38,413 | $65,364-41.2% | $92,909-58.7% | $72,975-47.4% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 22.30% | 42.11%-19.8pp | 109.44%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,489 | $2,594-42.6% | $3,653-59.2% | $2,440-39.0% |
| Participant deferral / active EE | $4,268 | $3,128+36.4% | $4,238+0.7% | $3,608+18.3% |
| Admin fee / account holder | $998 | $4,251-76.5% | $5,795-82.8% | $5,124-80.5% |