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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 | $30,940 | $76,407-59.5% | $150,298-79.4% | $82,448-62.5% |
| Participation rate | 67.0% | 66.4%+0.6pp | 77.8%-10.7pp | 68.1%-1.0pp |
| Annual return | 25.50% | 39.99%-14.5pp | 62.79%-37.3pp | 41.64%-16.1pp |
| Employer contribution / active EE | $3,014 | $2,614+15.3% | $4,154-27.4% | $2,551+18.2% |
| Participant deferral / active EE | $4,867 | $3,214+51.4% | $5,453-10.7% | $4,139+17.6% |
| Admin fee / account holder | $2,868 | $6,352-54.9% | $14,116-79.7% | $7,234-60.4% |