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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 | $81,476-47.8% | $102,383-58.5% | $80,925-47.4% |
| Participation rate | 58.7% | 66.8%-8.2pp | 74.5%-15.8pp | 67.7%-9.0pp |
| Annual return | 16.66% | 25.59%-8.9pp | 24.94%-8.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,801 | $3,105-42.0% | $3,870-53.5% | $2,756-34.6% |
| Participant deferral / active EE | $3,321 | $3,871-14.2% | $5,060-34.4% | $4,299-22.7% |
| Admin fee / account holder | $3,662 | $6,717-45.5% | $8,391-56.4% | $6,940-47.2% |