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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 | $44,313 | $63,809-30.6% | $81,353-45.5% | $80,935-45.2% |
| Participation rate | 59.3% | 63.9%-4.6pp | 69.5%-10.2pp | 67.7%-8.3pp |
| Annual return | 16.02% | 16.37%-0.3pp | 24.82%-8.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,355 | $1,981-31.6% | $2,464-45.0% | $2,757-50.8% |
| Participant deferral / active EE | $2,924 | $3,093-5.5% | $3,885-24.7% | $4,299-32.0% |
| Admin fee / account holder | $2,841 | $5,686-50.0% | $5,766-50.7% | $6,924-59.0% |