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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 | $45,313 | $62,672-27.7% | $185,117-75.5% | $70,126-35.4% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 18.89% | 40.79%-21.9pp | 40.50%-21.6pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,247 | $1,753-28.9% | $4,182-70.2% | $2,343-46.8% |
| Participant deferral / active EE | $2,778 | $3,272-15.1% | $5,045-44.9% | $3,332-16.6% |
| Admin fee / account holder | $1,212 | $3,932-69.2% | $8,159-85.1% | $4,645-73.9% |