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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 | $52,240 | $84,953-38.5% | $163,379-68.0% | $82,637-36.8% |
| Participation rate | 67.9% | 65.9%+1.9pp | 76.8%-9.0pp | 68.1%-0.2pp |
| Annual return | 15.88% | 23.07%-7.2pp | 63.41%-47.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,143 | $2,183-47.6% | $3,752-69.5% | $2,552-55.2% |
| Participant deferral / active EE | $3,679 | $4,326-15.0% | $6,282-41.4% | $4,126-10.8% |
| Admin fee / account holder | $761 | $7,921-90.4% | $9,818-92.3% | $7,339-89.6% |