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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 | $40,649 | $72,486-43.9% | $87,103-53.3% | $72,976-44.3% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 25.25% | 24.46%+0.8pp | 28.19%-2.9pp | 81.02%-55.8pp |
| Employer contribution / active EE | $1,770 | $1,894-6.5% | $2,521-29.8% | $2,440-27.4% |
| Participant deferral / active EE | $3,047 | $3,270-6.8% | $4,049-24.7% | $3,608-15.6% |
| Admin fee / account holder | $2,116 | $5,055-58.1% | $7,491-71.8% | $5,124-58.7% |