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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 | $44,509 | $57,140-22.1% | $85,240-47.8% | $80,959-45.0% |
| Participation rate | 63.3% | 56.4%+6.9pp | 67.5%-4.2pp | 67.7%-4.3pp |
| Annual return | 12.50% | 21.71%-9.2pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,744 | $1,802-3.2% | $2,735-36.2% | $2,757-36.7% |
| Participant deferral / active EE | $3,066 | $3,115-1.6% | $4,527-32.3% | $4,300-28.7% |
| Admin fee / account holder | $1,650 | $4,992-66.9% | $6,165-73.2% | $6,925-76.2% |