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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 | $40,012 | $65,027-38.5% | $90,970-56.0% | $79,852-49.9% |
| Participation rate | 61.7% | 61.6%+0.1pp | 69.0%-7.3pp | 69.6%-7.9pp |
| Annual return | 12.90% | 30.45%-17.6pp | 134.58%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,268 | $1,247+1.7% | $2,122-40.3% | $2,471-48.7% |
| Participant deferral / active EE | $2,002 | $2,512-20.3% | $3,373-40.7% | $3,740-46.5% |
| Admin fee / account holder | $545 | $4,535-88.0% | $5,960-90.9% | $5,306-89.7% |