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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 | $42,943 | $56,054-23.4% | $171,082-74.9% | $62,881-31.7% |
| Participation rate | 69.2% | 62.9%+6.4pp | 76.7%-7.5pp | 69.3%-0.1pp |
| Annual return | 10.08% | 22.52%-12.4pp | 32.56%-22.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,633 | $1,731-5.7% | $4,002-59.2% | $2,281-28.4% |
| Participant deferral / active EE | $2,622 | $3,158-17.0% | $4,797-45.4% | $3,203-18.2% |
| Admin fee / account holder | $436 | $3,647-88.1% | $8,520-94.9% | $4,296-89.9% |