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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 | $51,015 | $60,349-15.5% | $74,184-31.2% | $62,881-18.9% |
| Participation rate | 56.1% | 72.7%-16.6pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 15.66% | 21.38%-5.7pp | 17.74%-2.1pp | 20.14%-4.5pp |
| Employer contribution / active EE | $2,152 | $1,680+28.1% | $2,370-9.2% | $2,281-5.6% |
| Participant deferral / active EE | $3,697 | $2,856+29.4% | $3,550+4.1% | $3,203+15.4% |
| Admin fee / account holder | $2,325 | $4,261-45.4% | $5,586-58.4% | $4,296-45.9% |