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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 | $50,541 | $67,638-25.3% | $133,346-62.1% | $69,733-27.5% |
| Participation rate | 42.1% | 54.3%-12.2pp | 72.8%-30.7pp | 62.5%-20.3pp |
| Annual return | 9.69% | 13.38%-3.7pp | 36.85%-27.2pp | 15.22%-5.5pp |
| Employer contribution / active EE | $1,140 | $1,177-3.2% | $2,853-60.1% | $2,250-49.4% |
| Participant deferral / active EE | $1,848 | $2,567-28.0% | $4,332-57.3% | $3,054-39.5% |
| Admin fee / account holder | $4,969 | $4,814+3.2% | $14,264-65.2% | $3,102+60.2% |