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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 | $42,042 | $77,896-46.0% | $134,172-68.7% | $82,448-49.0% |
| Participation rate | 65.5% | 62.8%+2.7pp | 72.5%-6.9pp | 68.1%-2.6pp |
| Annual return | 16.07% | 18.21%-2.1pp | 25.30%-9.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,068 | $2,159-50.5% | $3,420-68.8% | $2,551-58.1% |
| Participant deferral / active EE | $2,679 | $3,162-15.3% | $4,690-42.9% | $4,139-35.3% |
| Admin fee / account holder | $1,412 | $6,336-77.7% | $12,016-88.2% | $7,234-80.5% |