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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 | $46,617 | $81,487-42.8% | $102,412-54.5% | $80,935-42.4% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.7%+0.5pp |
| Annual return | 10.99% | 25.60%-14.6pp | 24.94%-13.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,336 | $3,103-56.9% | $3,870-65.5% | $2,757-51.5% |
| Participant deferral / active EE | $2,616 | $3,871-32.4% | $5,060-48.3% | $4,299-39.2% |
| Admin fee / account holder | $6,787 | $6,717+1.0% | $8,388-19.1% | $6,924-2.0% |