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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 | $56,641 | $95,404-40.6% | $113,397-50.1% | $82,637-31.5% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 16.47% | 19.08%-2.6pp | 23.20%-6.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,657 | $2,307-28.2% | $2,977-44.3% | $2,552-35.1% |
| Participant deferral / active EE | $3,796 | $4,220-10.0% | $5,076-25.2% | $4,126-8.0% |
| Admin fee / account holder | $12,681 | $9,168+38.3% | $11,957+6.1% | $7,339+72.8% |