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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 | $65,379 | $86,938-24.8% | $102,423-36.2% | $80,925-19.2% |
| Participation rate | 68.7% | 72.4%-3.7pp | 76.5%-7.8pp | 67.7%+1.0pp |
| Annual return | 14.62% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.3% | $2,756-53.1% |
| Participant deferral / active EE | $2,836 | $4,120-31.2% | $5,054-43.9% | $4,299-34.0% |
| Admin fee / account holder | $2,749 | $8,053-65.9% | $9,455-70.9% | $6,940-60.4% |