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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 | $42,433 | $54,757-22.5% | $90,304-53.0% | $72,975-41.9% |
| Participation rate | 61.4% | 65.2%-3.8pp | 73.3%-11.9pp | 69.5%-8.1pp |
| Annual return | 26.47% | 30.63%-4.2pp | 78.13%-51.7pp | 81.01%-54.5pp |
| Employer contribution / active EE | $865 | $2,093-58.7% | $2,855-69.7% | $2,440-64.5% |
| Participant deferral / active EE | $2,709 | $2,887-6.2% | $3,885-30.3% | $3,608-24.9% |
| Admin fee / account holder | $395 | $3,973-90.1% | $5,354-92.6% | $5,124-92.3% |