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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 | $40,158 | $116,167-65.4% | $64,489-37.7% | $137,256-70.7% |
| Participation rate | 68.8% | 68.2%+0.6pp | 67.7%+1.1pp | 80.0%-11.2pp |
| Annual return | 20.56% | 36.55%-16.0pp | 55.03%-34.5pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,702 | $2,483+49.1% | $1,523+143.1% | $4,156-10.9% |
| Participant deferral / active EE | $6,021 | $4,215+42.9% | $2,778+116.7% | $6,407-6.0% |
| Admin fee / account holder | $1,303 | $6,188-78.9% | $4,260-69.4% | $12,270-89.4% |