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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 | $52,353 | $57,119-8.3% | $85,187-38.5% | $80,935-35.3% |
| Participation rate | 37.8% | 56.4%-18.6pp | 67.5%-29.7pp | 67.7%-29.8pp |
| Annual return | 15.02% | 21.70%-6.7pp | 66.67%-51.6pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,320 | $1,802-26.7% | $2,732-51.7% | $2,757-52.1% |
| Participant deferral / active EE | $3,487 | $3,115+11.9% | $4,525-22.9% | $4,299-18.9% |
| Admin fee / account holder | $4,117 | $4,990-17.5% | $6,162-33.2% | $6,924-40.5% |