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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 | $32,630 | $64,890-49.7% | $134,172-75.7% | $67,986-52.0% |
| Participation rate | 50.7% | 48.5%+2.1pp | 72.5%-21.8pp | 57.2%-6.5pp |
| Annual return | 18.50% | 16.12%+2.4pp | 25.30%-6.8pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,552 | $1,360+14.1% | $3,420-54.6% | $2,019-23.1% |
| Participant deferral / active EE | $2,627 | $2,289+14.8% | $4,690-44.0% | $3,358-21.8% |
| Admin fee / account holder | $2,421 | $3,140-22.9% | $12,016-79.9% | $3,203-24.4% |