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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 | $35,622 | $56,544-37.0% | $75,501-52.8% | $70,126-49.2% |
| Participation rate | 48.5% | 68.1%-19.6pp | 72.4%-23.9pp | 69.5%-21.1pp |
| Annual return | 18.97% | 23.59%-4.6pp | 27.35%-8.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,530 | $1,817-15.8% | $2,352-34.9% | $2,343-34.7% |
| Participant deferral / active EE | $3,835 | $2,580+48.7% | $3,142+22.0% | $3,332+15.1% |
| Admin fee / account holder | $6,213 | $3,827+62.4% | $5,801+7.1% | $4,645+33.7% |