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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 | $43,004 | $63,456-32.2% | $100,712-57.3% | $64,097-32.9% |
| Participation rate | 51.3% | 49.7%+1.7pp | 69.3%-17.9pp | 55.2%-3.9pp |
| Annual return | 17.45% | 19.65%-2.2pp | 33.27%-15.8pp | 34.64%-17.2pp |
| Employer contribution / active EE | $1,901 | $1,003+89.7% | $2,313-17.8% | $1,891+0.5% |
| Participant deferral / active EE | $2,760 | $2,463+12.1% | $4,085-32.4% | $3,080-10.4% |
| Admin fee / account holder | $6,718 | $4,808+39.7% | $9,256-27.4% | $3,454+94.5% |