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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 | $49,621 | $81,403-39.0% | $147,027-66.3% | $87,485-43.3% |
| Participation rate | 57.4% | 63.4%-6.0pp | 73.7%-16.3pp | 68.9%-11.5pp |
| Annual return | 18.93% | 16.51%+2.4pp | 20.23%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,405 | $2,205-36.3% | $3,626-61.2% | $2,596-45.9% |
| Participant deferral / active EE | $2,107 | $3,315-36.4% | $4,933-57.3% | $4,274-50.7% |
| Admin fee / account holder | $980 | $6,755-85.5% | $12,223-92.0% | $7,775-87.4% |