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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 | $52,656 | $65,582-19.7% | $64,099-17.9% | $71,495-26.4% |
| Participation rate | 47.6% | 73.2%-25.6pp | 72.3%-24.7pp | 67.9%-20.4pp |
| Annual return | 16.67% | 18.96%-2.3pp | 33.70%-17.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $975 | $2,671-63.5% | $2,748-64.5% | $2,589-62.3% |
| Participant deferral / active EE | $3,858 | $3,628+6.3% | $3,881-0.6% | $4,291-10.1% |
| Admin fee / account holder | $1,287 | $616+108.8% | $3,070-58.1% | $1,588-18.9% |