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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 | $46,594 | $97,550-52.2% | $120,344-61.3% | $87,485-46.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.7%-12.0pp | 68.9%-4.2pp |
| Annual return | 23.09% | 18.41%+4.7pp | 20.30%+2.8pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,963 | $2,291-14.3% | $3,020-35.0% | $2,596-24.4% |
| Participant deferral / active EE | $4,078 | $4,230-3.6% | $5,135-20.6% | $4,274-4.6% |
| Admin fee / account holder | $2,525 | $9,543-73.5% | $12,742-80.2% | $7,775-67.5% |