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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 | $53,909 | $58,493-7.8% | $84,023-35.8% | $72,976-26.1% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.0%-33.7pp | 69.5%-34.2pp |
| Annual return | 24.96% | 28.93%-4.0pp | 71.32%-46.4pp | 81.02%-56.1pp |
| Employer contribution / active EE | $1,305 | $1,163+12.2% | $1,984-34.2% | $2,440-46.5% |
| Participant deferral / active EE | $3,130 | $2,394+30.7% | $3,239-3.4% | $3,608-13.2% |
| Admin fee / account holder | $2,813 | $4,569-38.4% | $6,102-53.9% | $5,124-45.1% |