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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 | $42,110 | $72,492-41.9% | $87,104-51.7% | $72,975-42.3% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.9%-17.3pp | 69.5%-9.9pp |
| Annual return | 23.56% | 24.46%-0.9pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,834 | $1,894-3.1% | $2,521-27.3% | $2,440-24.8% |
| Participant deferral / active EE | $3,441 | $3,270+5.2% | $4,048-15.0% | $3,608-4.6% |
| Admin fee / account holder | $6,241 | $5,055+23.5% | $7,491-16.7% | $5,124+21.8% |