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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 | $64,501-33.3% | $108,753-60.5% | $65,306-34.2% |
| Participation rate | 51.3% | 50.8%+0.5pp | 71.1%-19.8pp | 57.7%-6.3pp |
| Annual return | 17.45% | 21.09%-3.6pp | 37.47%-20.0pp | 21.94%-4.5pp |
| Employer contribution / active EE | $1,901 | $1,069+77.8% | $2,427-21.6% | $1,967-3.3% |
| Participant deferral / active EE | $2,760 | $2,401+15.0% | $4,115-32.9% | $2,959-6.7% |
| Admin fee / account holder | $6,718 | $4,971+35.1% | $10,320-34.9% | $3,480+93.1% |