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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 | $18,407 | $51,283-64.1% | $95,728-80.8% | $71,495-74.3% |
| Participation rate | 58.7% | 63.1%-4.4pp | 72.3%-13.6pp | 67.9%-9.3pp |
| Annual return | 47.08% | 25.25%+21.8pp | 28.40%+18.7pp | 28.85%+18.2pp |
| Employer contribution / active EE | $1,986 | $1,817+9.3% | $2,835-29.9% | $2,589-23.3% |
| Participant deferral / active EE | $3,745 | $3,365+11.3% | $4,245-11.8% | $4,291-12.7% |
| Admin fee / account holder | $672 | $1,135-40.8% | $5,673-88.1% | $1,588-57.7% |