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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 | $41,397 | $57,590-28.1% | $86,233-52.0% | $82,448-49.8% |
| Participation rate | 59.4% | 57.9%+1.5pp | 69.0%-9.6pp | 68.1%-8.7pp |
| Annual return | 21.19% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,460 | $1,655-11.8% | $2,504-41.7% | $2,551-42.8% |
| Participant deferral / active EE | $2,876 | $3,080-6.6% | $4,559-36.9% | $4,139-30.5% |
| Admin fee / account holder | $946 | $4,730-80.0% | $8,342-88.7% | $7,234-86.9% |