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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 | $42,599 | $65,041-34.5% | $90,965-53.2% | $79,858-46.7% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 17.46% | 30.45%-13.0pp | 134.57%-117.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,133 | $1,247-9.1% | $2,122-46.6% | $2,471-54.1% |
| Participant deferral / active EE | $3,294 | $2,512+31.2% | $3,373-2.3% | $3,740-11.9% |
| Admin fee / account holder | $430 | $4,536-90.5% | $5,960-92.8% | $5,306-91.9% |