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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 | $41,965 | $81,487-48.5% | $102,412-59.0% | $80,935-48.2% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 13.17% | 25.60%-12.4pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,642 | $3,103-47.1% | $3,870-57.6% | $2,757-40.4% |
| Participant deferral / active EE | $2,999 | $3,871-22.5% | $5,060-40.7% | $4,299-30.3% |
| Admin fee / account holder | $3,605 | $6,717-46.3% | $8,388-57.0% | $6,924-47.9% |