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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 | $48,111 | $58,493-17.8% | $84,021-42.7% | $72,975-34.1% |
| Participation rate | 62.0% | 61.2%+0.7pp | 69.0%-7.0pp | 69.5%-7.5pp |
| Annual return | 21.21% | 28.93%-7.7pp | 71.32%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $324 | $1,163-72.2% | $1,984-83.7% | $2,440-86.7% |
| Participant deferral / active EE | $2,085 | $2,394-12.9% | $3,239-35.6% | $3,608-42.2% |
| Admin fee / account holder | $3,545 | $4,569-22.4% | $6,102-41.9% | $5,124-30.8% |