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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 | $40,563 | $91,086-55.5% | $203,872-80.1% | $86,983-53.4% |
| Participation rate | 67.3% | 65.8%+1.5pp | 77.8%-10.5pp | 69.5%-2.2pp |
| Annual return | 15.96% | 22.30%-6.3pp | 85.11%-69.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,698 | $2,063-17.7% | $3,757-54.8% | $2,584-34.3% |
| Participant deferral / active EE | $3,126 | $4,019-22.2% | $6,388-51.1% | $4,194-25.5% |
| Admin fee / account holder | $3,847 | $8,987-57.2% | $11,730-67.2% | $7,856-51.0% |