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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 | $79,894-46.8% | $135,792-68.7% | $82,637-48.5% |
| Participation rate | 66.7% | 63.0%+3.7pp | 72.6%-5.9pp | 68.1%-1.4pp |
| Annual return | 14.67% | 17.20%-2.5pp | 25.96%-11.3pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,553 | $2,165-28.3% | $3,496-55.6% | $2,552-39.2% |
| Participant deferral / active EE | $2,519 | $3,194-21.1% | $4,759-47.1% | $4,126-38.9% |
| Admin fee / account holder | $1,907 | $6,434-70.4% | $12,266-84.5% | $7,339-74.0% |