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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 | $39,306 | $47,848-17.9% | $81,473-51.8% | $70,126-44.0% |
| Participation rate | 61.8% | 58.3%+3.5pp | 68.0%-6.2pp | 69.5%-7.8pp |
| Annual return | 18.25% | 27.25%-9.0pp | 38.78%-20.5pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,372 | $1,527-10.2% | $2,568-46.6% | $2,343-41.4% |
| Participant deferral / active EE | $2,276 | $2,453-7.2% | $3,537-35.7% | $3,332-31.7% |
| Admin fee / account holder | $1,160 | $3,145-63.1% | $4,561-74.6% | $4,645-75.0% |