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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 | $42,641 | $56,894-25.1% | $84,753-49.7% | $62,881-32.2% |
| Participation rate | 64.3% | 68.5%-4.3pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 7.70% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,125 | $2,400-53.1% | $3,574-68.5% | $2,281-50.7% |
| Participant deferral / active EE | $2,214 | $2,709-18.3% | $3,712-40.4% | $3,203-30.9% |
| Admin fee / account holder | $411 | $3,581-88.5% | $5,333-92.3% | $4,296-90.4% |