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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 | $42,100 | $86,919-51.6% | $102,457-58.9% | $80,911-48.0% |
| Participation rate | 61.3% | 72.4%-11.0pp | 76.5%-15.2pp | 67.6%-6.3pp |
| Annual return | 22.05% | 18.90%+3.2pp | 29.41%-7.4pp | 35.63%-13.6pp |
| Employer contribution / active EE | $2,235 | $2,368-5.6% | $3,022-26.0% | $2,756-18.9% |
| Participant deferral / active EE | $2,246 | $4,119-45.5% | $5,054-55.6% | $4,297-47.7% |
| Admin fee / account holder | $2,328 | $8,049-71.1% | $9,451-75.4% | $6,935-66.4% |