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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 | $32,041 | $86,919-63.1% | $102,457-68.7% | $80,911-60.4% |
| Participation rate | 55.3% | 72.4%-17.1pp | 76.5%-21.2pp | 67.6%-12.4pp |
| Annual return | 14.37% | 18.90%-4.5pp | 29.41%-15.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,626 | $2,368+10.9% | $3,022-13.1% | $2,756-4.7% |
| Participant deferral / active EE | $5,034 | $4,119+22.2% | $5,054-0.4% | $4,297+17.1% |
| Admin fee / account holder | $2,638 | $8,049-67.2% | $9,451-72.1% | $6,935-62.0% |