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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 | $40,779 | $29,051+40.4% | $52,425-22.2% | $67,986-40.0% |
| Participation rate | 43.8% | 30.4%+13.3pp | 55.6%-11.9pp | 57.2%-13.5pp |
| Annual return | 23.01% | 24.00%-1.0pp | 302.12%-279.1pp | 31.67%-8.7pp |
| Employer contribution / active EE | $1,394 | $412+238.5% | $914+52.5% | $2,019-30.9% |
| Participant deferral / active EE | $1,974 | $873+126.1% | $1,790+10.2% | $3,358-41.2% |
| Admin fee / account holder | $2,579 | $2,113+22.1% | $2,495+3.4% | $3,203-19.5% |