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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 | $58,298 | $86,940-32.9% | $102,434-43.1% | $80,935-28.0% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.4pp | 67.7%-4.5pp |
| Annual return | 21.45% | 18.89%+2.6pp | 29.46%-8.0pp | 35.66%-14.2pp |
| Employer contribution / active EE | $1,969 | $2,370-16.9% | $3,023-34.9% | $2,757-28.6% |
| Participant deferral / active EE | $4,427 | $4,121+7.4% | $5,055-12.4% | $4,299+3.0% |
| Admin fee / account holder | $4,034 | $8,047-49.9% | $9,462-57.4% | $6,924-41.7% |