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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 | $44,805 | $75,541-40.7% | $152,093-70.5% | $82,637-45.8% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 13.47% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,454 | $2,622-44.6% | $4,175-65.2% | $2,552-43.0% |
| Participant deferral / active EE | $4,311 | $3,206+34.5% | $5,451-20.9% | $4,126+4.5% |
| Admin fee / account holder | $1,933 | $6,405-69.8% | $14,497-86.7% | $7,339-73.7% |