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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 | $68,564 | $77,574-11.6% | $108,753-37.0% | $86,983-21.2% |
| Participation rate | 45.9% | 62.3%-16.4pp | 71.1%-25.2pp | 69.5%-23.6pp |
| Annual return | 19.20% | 18.42%+0.8pp | 37.47%-18.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,472 | $1,611-8.6% | $2,427-39.3% | $2,584-43.0% |
| Participant deferral / active EE | $3,379 | $3,128+8.0% | $4,115-17.9% | $4,194-19.4% |
| Admin fee / account holder | $700 | $6,529-89.3% | $10,320-93.2% | $7,856-91.1% |