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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 | $23,898 | $73,787-67.6% | $98,716-75.8% | $82,448-71.0% |
| Participation rate | 57.9% | 61.4%-3.5pp | 69.3%-11.4pp | 68.1%-10.2pp |
| Annual return | 41.15% | 18.57%+22.6pp | 31.81%+9.3pp | 41.64%-0.5pp |
| Employer contribution / active EE | $1,490 | $1,511-1.4% | $2,279-34.6% | $2,551-41.6% |
| Participant deferral / active EE | $2,059 | $3,081-33.2% | $4,048-49.1% | $4,139-50.3% |
| Admin fee / account holder | $1,594 | $6,500-75.5% | $8,703-81.7% | $7,234-78.0% |