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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 | $47,724 | $81,504-41.4% | $102,437-53.4% | $80,959-41.1% |
| Participation rate | 61.3% | 66.9%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 20.55% | 25.60%-5.0pp | 24.95%-4.4pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,698 | $3,104-45.3% | $3,871-56.1% | $2,757-38.4% |
| Participant deferral / active EE | $3,398 | $3,871-12.2% | $5,060-32.9% | $4,300-21.0% |
| Admin fee / account holder | $5,238 | $6,719-22.1% | $8,388-37.6% | $6,925-24.4% |