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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 | $45,603 | $81,331-43.9% | $155,534-70.7% | $80,935-43.7% |
| Participation rate | 65.3% | 66.3%-0.9pp | 78.2%-12.9pp | 67.7%-2.4pp |
| Annual return | 16.07% | 33.37%-17.3pp | 64.92%-48.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,002 | $3,105-35.5% | $4,675-57.2% | $2,757-27.4% |
| Participant deferral / active EE | $3,253 | $3,454-5.8% | $5,630-42.2% | $4,299-24.3% |
| Admin fee / account holder | $3,426 | $7,999-57.2% | $15,900-78.5% | $6,924-50.5% |