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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 | $42,535 | $81,403-47.7% | $147,027-71.1% | $87,485-51.4% |
| Participation rate | 66.7% | 63.4%+3.2pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 14.67% | 16.51%-1.8pp | 20.23%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,553 | $2,205-29.6% | $3,626-57.2% | $2,596-40.2% |
| Participant deferral / active EE | $2,519 | $3,315-24.0% | $4,933-48.9% | $4,274-41.0% |
| Admin fee / account holder | $1,907 | $6,755-71.8% | $12,223-84.4% | $7,775-75.5% |