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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 | $43,817 | $58,493-25.1% | $84,023-47.9% | $72,976-40.0% |
| Participation rate | 54.9% | 61.2%-6.3pp | 69.0%-14.1pp | 69.5%-14.5pp |
| Annual return | 25.06% | 28.93%-3.9pp | 71.32%-46.3pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,288 | $1,163+10.8% | $1,984-35.1% | $2,440-47.2% |
| Participant deferral / active EE | $3,264 | $2,394+36.3% | $3,239+0.8% | $3,608-9.5% |
| Admin fee / account holder | $2,170 | $4,569-52.5% | $6,102-64.4% | $5,124-57.7% |