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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 | $44,747 | $77,962-42.6% | $178,540-74.9% | $80,935-44.7% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.7%-6.3pp |
| Annual return | 21.80% | 18.10%+3.7pp | 27.15%-5.4pp | 35.66%-13.9pp |
| Employer contribution / active EE | $1,911 | $2,280-16.2% | $3,953-51.6% | $2,757-30.7% |
| Participant deferral / active EE | $3,461 | $4,404-21.4% | $6,281-44.9% | $4,299-19.5% |
| Admin fee / account holder | $3,464 | $7,156-51.6% | $10,424-66.8% | $6,924-50.0% |