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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 | $50,791 | $95,404-46.8% | $113,397-55.2% | $82,637-38.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 14.44% | 19.08%-4.6pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,795 | $2,307-22.2% | $2,977-39.7% | $2,552-29.7% |
| Participant deferral / active EE | $4,197 | $4,220-0.5% | $5,076-17.3% | $4,126+1.7% |
| Admin fee / account holder | $652 | $9,168-92.9% | $11,957-94.5% | $7,339-91.1% |