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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 | $42,522 | $138,385-69.3% | $184,243-76.9% | $80,925-47.5% |
| Participation rate | 67.7% | 83.9%-16.2pp | 86.8%-19.1pp | 67.7%+0.1pp |
| Annual return | 15.33% | 20.02%-4.7pp | 28.82%-13.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,271 | $4,851-53.2% | $6,427-64.7% | $2,756-17.6% |
| Participant deferral / active EE | $3,778 | $7,075-46.6% | $9,132-58.6% | $4,299-12.1% |
| Admin fee / account holder | $3,572 | $10,489-65.9% | $13,914-74.3% | $6,940-48.5% |