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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 | $56,310 | $86,940-35.2% | $102,434-45.0% | $80,935-30.4% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.7pp |
| Annual return | 22.19% | 18.89%+3.3pp | 29.46%-7.3pp | 35.66%-13.5pp |
| Employer contribution / active EE | $1,903 | $2,370-19.7% | $3,023-37.1% | $2,757-31.0% |
| Participant deferral / active EE | $3,664 | $4,121-11.1% | $5,055-27.5% | $4,299-14.8% |
| Admin fee / account holder | $9,394 | $8,047+16.7% | $9,462-0.7% | $6,924+35.7% |