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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 | $43,301 | $63,082-31.4% | $81,716-47.0% | $79,852-45.8% |
| Participation rate | 67.2% | 67.5%-0.3pp | 72.0%-4.8pp | 69.6%-2.5pp |
| Annual return | 12.03% | 22.66%-10.6pp | 29.49%-17.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,210 | $1,795-32.6% | $4,310-71.9% | $2,471-51.0% |
| Participant deferral / active EE | $1,773 | $2,780-36.2% | $7,108-75.1% | $3,740-52.6% |
| Admin fee / account holder | $2,642 | $4,428-40.3% | $5,159-48.8% | $5,306-50.2% |