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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 | $52,142 | $86,938-40.0% | $102,423-49.1% | $80,925-35.6% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 10.48% | 18.89%-8.4pp | 29.42%-18.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,635 | $2,369-31.0% | $3,023-45.9% | $2,756-40.7% |
| Participant deferral / active EE | $2,232 | $4,120-45.8% | $5,054-55.8% | $4,299-48.1% |
| Admin fee / account holder | $8,840 | $8,053+9.8% | $9,455-6.5% | $6,940+27.4% |