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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 | $50,231 | $86,919-42.2% | $102,457-51.0% | $80,911-37.9% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 11.01% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,686 | $2,368-28.8% | $3,022-44.2% | $2,756-38.8% |
| Participant deferral / active EE | $3,292 | $4,119-20.1% | $5,054-34.9% | $4,297-23.4% |
| Admin fee / account holder | $1,123 | $8,049-86.0% | $9,451-88.1% | $6,935-83.8% |