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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 | $38,482 | $51,166-24.8% | $70,544-45.5% | $71,511-46.2% |
| Participation rate | 58.5% | 59.4%-0.9pp | 68.4%-9.9pp | 67.9%-9.5pp |
| Annual return | 15.00% | 42.71%-27.7pp | 32.79%-17.8pp | 28.86%-13.9pp |
| Employer contribution / active EE | $1,484 | $1,793-17.3% | $2,976-50.1% | $2,589-42.7% |
| Participant deferral / active EE | $3,530 | $3,031+16.5% | $4,568-22.7% | $4,291-17.7% |
| Admin fee / account holder | $2,231 | $2,000+11.6% | $6,427-65.3% | $1,588+40.5% |