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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 | $43,418 | $52,580-17.4% | $71,671-39.4% | $70,126-38.1% |
| Participation rate | 55.9% | 60.9%-5.0pp | 68.7%-12.9pp | 69.5%-13.7pp |
| Annual return | 18.68% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,599 | $1,616-1.0% | $2,460-35.0% | $2,343-31.7% |
| Participant deferral / active EE | $2,859 | $2,386+19.8% | $3,438-16.8% | $3,332-14.2% |
| Admin fee / account holder | $3,751 | $3,653+2.7% | $5,558-32.5% | $4,645-19.3% |