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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 | $52,068 | $43,075+20.9% | $74,577-30.2% | $62,881-17.2% |
| Participation rate | 41.9% | 58.1%-16.1pp | 68.1%-26.2pp | 69.3%-27.4pp |
| Annual return | 5.40% | 17.50%-12.1pp | 20.47%-15.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,535 | $1,498+2.5% | $2,525-39.2% | $2,281-32.7% |
| Participant deferral / active EE | $1,930 | $2,389-19.2% | $3,458-44.2% | $3,203-39.7% |
| Admin fee / account holder | $3,438 | $2,840+21.0% | $4,138-16.9% | $4,296-20.0% |