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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 | $35,369 | $57,590-38.6% | $86,233-59.0% | $82,448-57.1% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.0pp | 68.1%-20.1pp |
| Annual return | 21.85% | 22.41%-0.6pp | 61.39%-39.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,451 | $1,655-12.3% | $2,504-42.1% | $2,551-43.1% |
| Participant deferral / active EE | $2,936 | $3,080-4.7% | $4,559-35.6% | $4,139-29.1% |
| Admin fee / account holder | $4,012 | $4,730-15.2% | $8,342-51.9% | $7,234-44.5% |