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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 | $64,589 | $81,487-20.7% | $102,412-36.9% | $80,935-20.2% |
| Participation rate | 45.2% | 66.8%-21.6pp | 74.5%-29.3pp | 67.7%-22.4pp |
| Annual return | 33.58% | 25.60%+8.0pp | 24.94%+8.6pp | 35.66%-2.1pp |
| Employer contribution / active EE | $1,130 | $3,103-63.6% | $3,870-70.8% | $2,757-59.0% |
| Participant deferral / active EE | $3,011 | $3,871-22.2% | $5,060-40.5% | $4,299-30.0% |
| Admin fee / account holder | $6,835 | $6,717+1.8% | $8,388-18.5% | $6,924-1.3% |