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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 | $42,714 | $71,230-40.0% | $93,727-54.4% | $80,959-47.2% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 32.98% | 11.26%+21.7pp | 133.83%-100.8pp | 35.67%-2.7pp |
| Employer contribution / active EE | $1,954 | $1,565+24.8% | $2,421-19.3% | $2,757-29.1% |
| Participant deferral / active EE | $4,238 | $4,037+5.0% | $4,417-4.1% | $4,300-1.4% |
| Admin fee / account holder | $4,992 | $6,961-28.3% | $8,292-39.8% | $6,925-27.9% |