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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 | $47,905 | $65,361-26.7% | $92,903-48.4% | $72,983-34.4% |
| Participation rate | 69.6% | 68.3%+1.3pp | 76.0%-6.4pp | 69.5%+0.1pp |
| Annual return | 22.29% | 42.11%-19.8pp | 109.43%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $893 | $2,594-65.6% | $3,653-75.6% | $2,440-63.4% |
| Participant deferral / active EE | $2,942 | $3,128-5.9% | $4,238-30.6% | $3,608-18.4% |
| Admin fee / account holder | $1,404 | $4,251-67.0% | $5,795-75.8% | $5,124-72.6% |