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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 | $46,037 | $79,867-42.4% | $120,344-61.7% | $64,340-28.4% |
| Participation rate | 56.3% | 63.0%-6.6pp | 76.7%-20.4pp | 55.2%+1.1pp |
| Annual return | 14.32% | 21.10%-6.8pp | 20.30%-6.0pp | 24.14%-9.8pp |
| Employer contribution / active EE | $1,329 | $1,925-30.9% | $3,020-56.0% | $1,862-28.6% |
| Participant deferral / active EE | $2,804 | $3,593-22.0% | $5,135-45.4% | $2,980-5.9% |
| Admin fee / account holder | $3,919 | $5,039-22.2% | $12,742-69.2% | $3,703+5.8% |