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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 | $50,680 | $43,075+17.7% | $74,577-32.0% | $62,881-19.4% |
| Participation rate | 38.2% | 58.1%-19.8pp | 68.1%-29.9pp | 69.3%-31.1pp |
| Annual return | 8.73% | 17.50%-8.8pp | 20.47%-11.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,054 | $1,498-29.6% | $2,525-58.3% | $2,281-53.8% |
| Participant deferral / active EE | $2,632 | $2,389+10.2% | $3,458-23.9% | $3,203-17.8% |
| Admin fee / account holder | $557 | $2,840-80.4% | $4,138-86.5% | $4,296-87.0% |