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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 | $40,353 | $121,671-66.8% | $211,142-80.9% | $64,340-37.3% |
| Participation rate | 69.8% | 76.5%-6.7pp | 87.3%-17.5pp | 55.2%+14.5pp |
| Annual return | 32.41% | 21.43%+11.0pp | 46.84%-14.4pp | 24.14%+8.3pp |
| Employer contribution / active EE | $2,447 | $4,066-39.8% | $6,442-62.0% | $1,862+31.4% |
| Participant deferral / active EE | $4,437 | $6,049-26.6% | $9,284-52.2% | $2,980+48.9% |
| Admin fee / account holder | $1,670 | $4,774-65.0% | $19,076-91.2% | $3,703-54.9% |