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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 | $45,052 | $103,949-56.7% | $69,182-34.9% | $273,970-83.6% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 12.09% | 35.28%-23.2pp | -21.93%+34.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $806 | $1,783-54.8% | $1,206-33.1% | $4,869-83.4% |
| Participant deferral / active EE | $1,661 | $2,716-38.9% | $1,897-12.5% | $5,287-68.6% |
| Admin fee / account holder | $3,664 | $3,671-0.2% | $2,697+35.9% | $10,132-63.8% |