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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 | $43,523 | $75,541-42.4% | $152,093-71.4% | $82,637-47.3% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.8%-12.1pp | 68.1%-2.3pp |
| Annual return | 15.08% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,677 | $2,622-36.0% | $4,175-59.8% | $2,552-34.3% |
| Participant deferral / active EE | $3,096 | $3,206-3.4% | $5,451-43.2% | $4,126-25.0% |
| Admin fee / account holder | $1,148 | $6,405-82.1% | $14,497-92.1% | $7,339-84.4% |