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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 | $43,657 | $54,541-20.0% | $78,778-44.6% | $70,126-37.7% |
| Participation rate | 56.5% | 60.8%-4.3pp | 69.2%-12.7pp | 69.5%-13.0pp |
| Annual return | 45.90% | 21.07%+24.8pp | 35.62%+10.3pp | 73.15%-27.2pp |
| Employer contribution / active EE | $1,489 | $1,089+36.8% | $1,986-25.0% | $2,343-36.4% |
| Participant deferral / active EE | $2,813 | $2,210+27.3% | $2,958-4.9% | $3,332-15.6% |
| Admin fee / account holder | $2,194 | $3,709-40.8% | $5,134-57.3% | $4,645-52.8% |