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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 | $42,531 | $81,446-47.8% | $103,374-58.9% | $80,874-47.4% |
| Participation rate | 58.7% | 66.9%-8.2pp | 74.5%-15.8pp | 67.6%-9.0pp |
| Annual return | 16.66% | 25.57%-8.9pp | 24.89%-8.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,801 | $3,107-42.0% | $3,869-53.4% | $2,756-34.6% |
| Participant deferral / active EE | $3,321 | $3,870-14.2% | $5,058-34.3% | $4,297-22.7% |
| Admin fee / account holder | $3,662 | $6,715-45.5% | $8,394-56.4% | $6,935-47.2% |