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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 | $44,430 | $85,515-48.0% | $112,040-60.3% | $67,986-34.6% |
| Participation rate | 60.5% | 68.2%-7.7pp | 76.5%-16.0pp | 57.2%+3.3pp |
| Annual return | 17.93% | 29.68%-11.7pp | 24.52%-6.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,832 | $2,191-16.4% | $2,954-38.0% | $2,019-9.3% |
| Participant deferral / active EE | $3,247 | $4,014-19.1% | $5,098-36.3% | $3,358-3.3% |
| Admin fee / account holder | $3,704 | $3,774-1.8% | $12,098-69.4% | $3,203+15.6% |