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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 | $58,336 | $45,087+29.4% | $69,483-16.0% | $72,976-20.1% |
| Participation rate | 56.9% | 68.5%-11.6pp | 74.6%-17.7pp | 69.5%-12.6pp |
| Annual return | 24.87% | 22.67%+2.2pp | 28.99%-4.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $1,469 | $2,055-28.5% | $2,780-47.2% | $2,440-39.8% |
| Participant deferral / active EE | $2,246 | $2,603-13.7% | $3,537-36.5% | $3,608-37.7% |
| Admin fee / account holder | $1,871 | $3,057-38.8% | $3,841-51.3% | $5,124-63.5% |