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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 | $46,858 | $62,672-25.2% | $185,117-74.7% | $70,126-33.2% |
| Participation rate | 65.9% | 63.8%+2.1pp | 77.3%-11.4pp | 69.5%-3.6pp |
| Annual return | 36.93% | 40.79%-3.9pp | 40.50%-3.6pp | 73.15%-36.2pp |
| Employer contribution / active EE | $1,029 | $1,753-41.3% | $4,182-75.4% | $2,343-56.1% |
| Participant deferral / active EE | $2,748 | $3,272-16.0% | $5,045-45.5% | $3,332-17.5% |
| Admin fee / account holder | $1,719 | $3,932-56.3% | $8,159-78.9% | $4,645-63.0% |