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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 | $42,904 | $86,940-50.7% | $102,434-58.1% | $80,935-47.0% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 10.88% | 18.89%-8.0pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,181 | $2,370-8.0% | $3,023-27.9% | $2,757-20.9% |
| Participant deferral / active EE | $3,264 | $4,121-20.8% | $5,055-35.4% | $4,299-24.1% |
| Admin fee / account holder | $3,928 | $8,047-51.2% | $9,462-58.5% | $6,924-43.3% |