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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 | $25,163 | $72,272-65.2% | $101,264-75.2% | $79,858-68.5% |
| Participation rate | 47.5% | 68.5%-21.0pp | 75.8%-28.3pp | 69.6%-22.1pp |
| Annual return | 28.07% | 22.30%+5.8pp | 46.48%-18.4pp | 31.72%-3.7pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.1% | $2,471-9.9% |
| Participant deferral / active EE | $4,639 | $3,282+41.4% | $4,370+6.1% | $3,740+24.0% |
| Admin fee / account holder | $4,024 | $4,401-8.6% | $5,947-32.3% | $5,306-24.2% |