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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 | $41,342 | $53,774-23.1% | $134,162-69.2% | $79,856-48.2% |
| Participation rate | 57.1% | 58.8%-1.6pp | 72.2%-15.0pp | 69.6%-12.5pp |
| Annual return | 18.40% | 19.01%-0.6pp | 36.35%-17.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,498 | $1,322+13.4% | $3,705-59.6% | $2,471-39.4% |
| Participant deferral / active EE | $3,779 | $2,420+56.2% | $3,500+8.0% | $3,741+1.0% |
| Admin fee / account holder | $1,616 | $3,985-59.4% | $6,685-75.8% | $5,306-69.5% |