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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 | $50,669 | $56,894-10.9% | $84,753-40.2% | $62,881-19.4% |
| Participation rate | 44.2% | 68.5%-24.4pp | 76.6%-32.4pp | 69.3%-25.1pp |
| Annual return | 9.00% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,564 | $2,400-34.8% | $3,574-56.2% | $2,281-31.4% |
| Participant deferral / active EE | $2,879 | $2,709+6.3% | $3,712-22.4% | $3,203-10.1% |
| Admin fee / account holder | $2,341 | $3,581-34.6% | $5,333-56.1% | $4,296-45.5% |