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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 | $45,639 | $81,358-43.9% | $155,556-70.7% | $80,959-43.6% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 13.97% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,845 | $3,106-40.6% | $4,675-60.5% | $2,757-33.1% |
| Participant deferral / active EE | $2,895 | $3,455-16.2% | $5,631-48.6% | $4,300-32.7% |
| Admin fee / account holder | $6,060 | $7,994-24.2% | $15,885-61.8% | $6,925-12.5% |