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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 | $45,406 | $81,446-44.3% | $103,374-56.1% | $80,874-43.9% |
| Participation rate | 66.1% | 66.9%-0.8pp | 74.5%-8.4pp | 67.6%-1.6pp |
| Annual return | 13.90% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,014 | $3,107-35.2% | $3,869-47.9% | $2,756-26.9% |
| Participant deferral / active EE | $2,615 | $3,870-32.4% | $5,058-48.3% | $4,297-39.2% |
| Admin fee / account holder | $4,477 | $6,715-33.3% | $8,394-46.7% | $6,935-35.4% |