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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 | $35,474 | $67,606-47.5% | $82,313-56.9% | $70,124-49.4% |
| Participation rate | 44.8% | 72.8%-27.9pp | 76.9%-32.1pp | 69.5%-24.7pp |
| Annual return | 22.07% | 21.57%+0.5pp | 25.88%-3.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,026 | $1,755+15.5% | $2,428-16.6% | $2,342-13.5% |
| Participant deferral / active EE | $2,677 | $2,987-10.4% | $3,706-27.8% | $3,332-19.7% |
| Admin fee / account holder | $3,985 | $4,512-11.7% | $5,608-28.9% | $4,645-14.2% |