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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 | $60,166 | $97,550-38.3% | $120,344-50.0% | $87,485-31.2% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.7%-42.1pp | 68.9%-34.3pp |
| Annual return | 17.47% | 18.41%-0.9pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,465 | $2,291-36.1% | $3,020-51.5% | $2,596-43.6% |
| Participant deferral / active EE | $2,632 | $4,230-37.8% | $5,135-48.7% | $4,274-38.4% |
| Admin fee / account holder | $7,082 | $9,543-25.8% | $12,742-44.4% | $7,775-8.9% |