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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 | $39,597 | $58,627-32.5% | $76,735-48.4% | $82,448-52.0% |
| Participation rate | 62.0% | 63.2%-1.2pp | 69.5%-7.5pp | 68.1%-6.1pp |
| Annual return | 16.77% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,275 | $1,729-26.3% | $2,454-48.0% | $2,551-50.0% |
| Participant deferral / active EE | $1,612 | $3,134-48.6% | $4,088-60.6% | $4,139-61.1% |
| Admin fee / account holder | $3,229 | $5,323-39.3% | $7,189-55.1% | $7,234-55.4% |