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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 | $66,662 | $53,774+24.0% | $134,162-50.3% | $79,852-16.5% |
| Participation rate | 49.4% | 58.8%-9.4pp | 72.2%-22.8pp | 69.6%-20.3pp |
| Annual return | 24.17% | 19.01%+5.2pp | 36.35%-12.2pp | 31.72%-7.5pp |
| Employer contribution / active EE | $1,113 | $1,322-15.8% | $3,705-70.0% | $2,471-55.0% |
| Participant deferral / active EE | $2,000 | $2,420-17.4% | $3,500-42.9% | $3,740-46.5% |
| Admin fee / account holder | $977 | $3,985-75.5% | $6,685-85.4% | $5,306-81.6% |