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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 | $33,630 | $58,600-42.6% | $83,327-59.6% | $64,173-47.6% |
| Participation rate | 54.8% | 72.0%-17.2pp | 77.8%-22.9pp | 69.6%-14.7pp |
| Annual return | 12.11% | 9.66%+2.5pp | 10.64%+1.5pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,449 | $2,098+16.7% | $3,379-27.5% | $2,381+2.9% |
| Participant deferral / active EE | $4,622 | $4,656-0.7% | $5,565-17.0% | $3,470+33.2% |
| Admin fee / account holder | $682 | $9,282-92.7% | $7,540-91.0% | $4,887-86.1% |