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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 | $45,489 | $109,782-58.6% | $260,467-82.5% | $94,015-51.6% |
| Participation rate | 67.6% | 67.2%+0.4pp | 80.5%-12.8pp | 70.8%-3.2pp |
| Annual return | 22.70% | 18.60%+4.1pp | 100.60%-77.9pp | 17.84%+4.9pp |
| Employer contribution / active EE | $1,809 | $2,147-15.7% | $4,239-57.3% | $2,790-35.2% |
| Participant deferral / active EE | $2,702 | $4,044-33.2% | $6,319-57.2% | $4,249-36.4% |
| Admin fee / account holder | $4,888 | $11,958-59.1% | $15,461-68.4% | $8,951-45.4% |