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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 | $55,201 | $67,602-18.3% | $82,312-32.9% | $70,126-21.3% |
| Participation rate | 38.3% | 72.8%-34.5pp | 76.9%-38.6pp | 69.5%-31.2pp |
| Annual return | 15.14% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,436 | $1,755-18.2% | $2,428-40.9% | $2,343-38.7% |
| Participant deferral / active EE | $2,700 | $2,987-9.6% | $3,706-27.2% | $3,332-19.0% |
| Admin fee / account holder | $5,944 | $4,512+31.8% | $5,608+6.0% | $4,645+28.0% |