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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 | $52,339 | $81,446-35.7% | $103,374-49.4% | $80,874-35.3% |
| Participation rate | 67.9% | 66.9%+1.1pp | 74.5%-6.6pp | 67.6%+0.3pp |
| Annual return | 15.50% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,975 | $3,107-36.4% | $3,869-49.0% | $2,756-28.3% |
| Participant deferral / active EE | $3,387 | $3,870-12.5% | $5,058-33.0% | $4,297-21.2% |
| Admin fee / account holder | $3,761 | $6,715-44.0% | $8,394-55.2% | $6,935-45.8% |