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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 | $42,793 | $86,938-50.8% | $102,423-58.2% | $80,925-47.1% |
| Participation rate | 59.1% | 72.4%-13.3pp | 76.5%-17.4pp | 67.7%-8.6pp |
| Annual return | 20.71% | 18.89%+1.8pp | 29.42%-8.7pp | 35.65%-14.9pp |
| Employer contribution / active EE | $1,757 | $2,369-25.8% | $3,023-41.9% | $2,756-36.2% |
| Participant deferral / active EE | $3,689 | $4,120-10.5% | $5,054-27.0% | $4,299-14.2% |
| Admin fee / account holder | $767 | $8,053-90.5% | $9,455-91.9% | $6,940-88.9% |