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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 | $49,572 | $81,403-39.1% | $147,027-66.3% | $87,485-43.3% |
| Participation rate | 58.5% | 63.4%-4.9pp | 73.7%-15.2pp | 68.9%-10.4pp |
| Annual return | 20.72% | 16.51%+4.2pp | 20.23%+0.5pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,645 | $2,205-25.4% | $3,626-54.6% | $2,596-36.6% |
| Participant deferral / active EE | $2,502 | $3,315-24.5% | $4,933-49.3% | $4,274-41.4% |
| Admin fee / account holder | $543 | $6,755-92.0% | $12,223-95.6% | $7,775-93.0% |