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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 | $43,245 | $106,524-59.4% | $152,301-71.6% | $87,485-50.6% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.4%-19.5pp | 68.9%-6.0pp |
| Annual return | 16.35% | 26.89%-10.5pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,766 | $3,371-47.6% | $4,624-61.8% | $2,596-32.0% |
| Participant deferral / active EE | $4,432 | $6,525-32.1% | $8,004-44.6% | $4,274+3.7% |
| Admin fee / account holder | $8,234 | $8,287-0.6% | $14,398-42.8% | $7,775+5.9% |