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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 | $50,875 | $56,894-10.6% | $84,753-40.0% | $62,881-19.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 9.18% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,728 | $2,400-28.0% | $3,574-51.7% | $2,281-24.2% |
| Participant deferral / active EE | $4,828 | $2,709+78.2% | $3,712+30.1% | $3,203+50.7% |
| Admin fee / account holder | $7,696 | $3,581+114.9% | $5,333+44.3% | $4,296+79.1% |