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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 | $39,428 | $185,141-78.7% | $153,416-74.3% | $155,188-74.6% |
| Participation rate | 58.3% | 79.9%-21.6pp | 74.3%-16.0pp | 80.8%-22.5pp |
| Annual return | 20.12% | 18.72%+1.4pp | 17.84%+2.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,482 | $4,489-67.0% | $3,764-60.6% | $4,248-65.1% |
| Participant deferral / active EE | $4,110 | $5,477-25.0% | $4,723-13.0% | $6,531-37.1% |
| Admin fee / account holder | $1,639 | $16,005-89.8% | $13,095-87.5% | $14,480-88.7% |