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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 | $43,891 | $58,048-24.4% | $94,215-53.4% | $65,306-32.8% |
| Participation rate | 52.2% | 45.3%+6.9pp | 70.0%-17.7pp | 57.7%-5.5pp |
| Annual return | 19.53% | 19.61%-0.1pp | 28.22%-8.7pp | 21.94%-2.4pp |
| Employer contribution / active EE | $1,447 | $1,427+1.4% | $2,675-45.9% | $1,967-26.5% |
| Participant deferral / active EE | $2,570 | $2,407+6.8% | $4,276-39.9% | $2,959-13.2% |
| Admin fee / account holder | $5,598 | $4,610+21.4% | $10,216-45.2% | $3,480+60.9% |