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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 | $42,198 | $67,606-37.6% | $82,313-48.7% | $70,124-39.8% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 16.89% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,025 | $1,755-41.6% | $2,428-57.8% | $2,342-56.3% |
| Participant deferral / active EE | $2,541 | $2,987-15.0% | $3,706-31.5% | $3,332-23.7% |
| Admin fee / account holder | $3,960 | $4,512-12.2% | $5,608-29.4% | $4,645-14.8% |