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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 | $51,254 | $95,404-46.3% | $113,397-54.8% | $82,637-38.0% |
| Participation rate | 64.2% | 72.8%-8.6pp | 76.5%-12.3pp | 68.1%-3.9pp |
| Annual return | 13.64% | 19.08%-5.4pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,874 | $2,307-18.8% | $2,977-37.1% | $2,552-26.6% |
| Participant deferral / active EE | $2,934 | $4,220-30.5% | $5,076-42.2% | $4,126-28.9% |
| Admin fee / account holder | $11,993 | $9,168+30.8% | $11,957+0.3% | $7,339+63.4% |