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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 | $59,556 | $77,896-23.5% | $134,172-55.6% | $82,448-27.8% |
| Participation rate | 66.1% | 62.8%+3.3pp | 72.5%-6.4pp | 68.1%-2.0pp |
| Annual return | 15.36% | 18.21%-2.9pp | 25.30%-9.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,912 | $2,159-11.5% | $3,420-44.1% | $2,551-25.0% |
| Participant deferral / active EE | $2,514 | $3,162-20.5% | $4,690-46.4% | $4,139-39.3% |
| Admin fee / account holder | $4,441 | $6,336-29.9% | $12,016-63.0% | $7,234-38.6% |