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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 | $42,066 | $48,053-12.5% | $84,637-50.3% | $72,976-42.4% |
| Participation rate | 67.4% | 57.6%+9.8pp | 68.2%-0.8pp | 69.5%-2.1pp |
| Annual return | 22.54% | 37.39%-14.8pp | 258.82%-236.3pp | 81.02%-58.5pp |
| Employer contribution / active EE | $397 | $1,602-75.2% | $2,653-85.0% | $2,440-83.7% |
| Participant deferral / active EE | $1,924 | $2,681-28.2% | $3,900-50.7% | $3,608-46.7% |
| Admin fee / account holder | $1,887 | $3,395-44.4% | $4,914-61.6% | $5,124-63.2% |