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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 | $56,678 | $76,564-26.0% | $105,582-46.3% | $94,015-39.7% |
| Participation rate | 35.5% | 65.2%-29.7pp | 71.8%-36.3pp | 70.8%-35.3pp |
| Annual return | 16.78% | 20.69%-3.9pp | 18.61%-1.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,246 | $1,995-37.6% | $2,984-58.2% | $2,790-55.3% |
| Participant deferral / active EE | $2,138 | $3,320-35.6% | $4,353-50.9% | $4,249-49.7% |
| Admin fee / account holder | $4,000 | $7,129-43.9% | $12,856-68.9% | $8,951-55.3% |