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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 | $79,894-47.4% | $135,792-69.0% | $82,637-49.1% |
| Participation rate | 65.5% | 63.0%+2.5pp | 72.6%-7.1pp | 68.1%-2.5pp |
| Annual return | 16.07% | 17.20%-1.1pp | 25.96%-9.9pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,068 | $2,165-50.7% | $3,496-69.4% | $2,552-58.1% |
| Participant deferral / active EE | $2,679 | $3,194-16.1% | $4,759-43.7% | $4,126-35.1% |
| Admin fee / account holder | $1,412 | $6,434-78.1% | $12,266-88.5% | $7,339-80.8% |