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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 | $58,057-39.1% | $97,032-63.5% | $86,983-59.3% |
| Participation rate | 48.0% | 60.4%-12.4pp | 71.6%-23.6pp | 69.5%-21.5pp |
| Annual return | 21.85% | 22.26%-0.4pp | 35.38%-13.5pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,451 | $1,663-12.8% | $2,629-44.8% | $2,584-43.9% |
| Participant deferral / active EE | $2,936 | $3,244-9.5% | $4,672-37.2% | $4,194-30.0% |
| Admin fee / account holder | $4,012 | $4,839-17.1% | $9,418-57.4% | $7,856-48.9% |