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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 | $44,783 | $87,180-48.6% | $173,703-74.2% | $94,015-52.4% |
| Participation rate | 62.3% | 65.6%-3.3pp | 75.9%-13.6pp | 70.8%-8.5pp |
| Annual return | 16.91% | 14.17%+2.7pp | 17.46%-0.5pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,439 | $2,494-42.3% | $4,288-66.4% | $2,790-48.4% |
| Participant deferral / active EE | $2,054 | $3,343-38.6% | $4,854-57.7% | $4,249-51.7% |
| Admin fee / account holder | $1,286 | $7,506-82.9% | $15,562-91.7% | $8,951-85.6% |