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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 | $90,400-49.7% | $186,193-75.6% | $87,485-48.0% |
| Participation rate | 67.6% | 66.2%+1.5pp | 77.1%-9.5pp | 68.9%-1.3pp |
| Annual return | 22.70% | 22.15%+0.6pp | 78.03%-55.3pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,809 | $2,170-16.6% | $3,918-53.8% | $2,596-30.3% |
| Participant deferral / active EE | $2,702 | $4,330-37.6% | $6,513-58.5% | $4,274-36.8% |
| Admin fee / account holder | $4,888 | $8,673-43.6% | $11,058-55.8% | $7,775-37.1% |