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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 | $42,516 | $81,358-47.7% | $155,556-72.7% | $80,959-47.5% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.7pp | 67.7%+0.9pp |
| Annual return | 11.00% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,552 | $3,106-50.0% | $4,675-66.8% | $2,757-43.7% |
| Participant deferral / active EE | $2,315 | $3,455-33.0% | $5,631-58.9% | $4,300-46.2% |
| Admin fee / account holder | $1,810 | $7,994-77.4% | $15,885-88.6% | $6,925-73.9% |