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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 | $57,073-22.0% | $85,126-47.7% | $80,925-45.0% |
| Participation rate | 63.3% | 56.4%+6.9pp | 67.5%-4.2pp | 67.7%-4.3pp |
| Annual return | 12.50% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,744 | $1,801-3.1% | $2,731-36.1% | $2,756-36.7% |
| Participant deferral / active EE | $3,066 | $3,113-1.5% | $4,523-32.2% | $4,299-28.7% |
| Admin fee / account holder | $1,650 | $4,988-66.9% | $6,160-73.2% | $6,940-76.2% |