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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 | $45,376 | $68,880-34.1% | $120,580-62.4% | $80,959-44.0% |
| Participation rate | 61.8% | 61.7%+0.1pp | 72.0%-10.2pp | 67.7%-5.9pp |
| Annual return | 20.58% | 23.68%-3.1pp | 107.48%-86.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,451 | $2,066-29.8% | $3,469-58.2% | $2,757-47.4% |
| Participant deferral / active EE | $2,759 | $3,191-13.5% | $4,995-44.8% | $4,300-35.8% |
| Admin fee / account holder | $2,590 | $5,785-55.2% | $9,418-72.5% | $6,925-62.6% |