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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 | $53,775 | $97,550-44.9% | $120,344-55.3% | $87,485-38.5% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.7%-6.9pp | 68.9%+0.9pp |
| Annual return | 11.82% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,582 | $2,291-30.9% | $3,020-47.6% | $2,596-39.1% |
| Participant deferral / active EE | $2,059 | $4,230-51.3% | $5,135-59.9% | $4,274-51.8% |
| Admin fee / account holder | $1,326 | $9,543-86.1% | $12,742-89.6% | $7,775-82.9% |