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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 | $59,538 | $63,456-6.2% | $100,712-40.9% | $64,097-7.1% |
| Participation rate | 33.1% | 49.7%-16.6pp | 69.3%-36.2pp | 55.2%-22.1pp |
| Annual return | 15.56% | 19.65%-4.1pp | 33.27%-17.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $1,327 | $1,003+32.4% | $2,313-42.6% | $1,891-29.8% |
| Participant deferral / active EE | $1,965 | $2,463-20.2% | $4,085-51.9% | $3,080-36.2% |
| Admin fee / account holder | $12,842 | $4,808+167.1% | $9,256+38.7% | $3,454+271.8% |