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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 | $35,907 | $59,839-40.0% | $81,991-56.2% | $79,852-55.0% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.3%-22.9pp | 69.6%-23.3pp |
| Annual return | 24.45% | 17.56%+6.9pp | 41.31%-16.9pp | 31.72%-7.3pp |
| Employer contribution / active EE | $1,842 | $1,713+7.5% | $2,498-26.3% | $2,471-25.5% |
| Participant deferral / active EE | $2,974 | $2,695+10.4% | $3,722-20.1% | $3,740-20.5% |
| Admin fee / account holder | $2,054 | $4,287-52.1% | $5,665-63.7% | $5,306-61.3% |