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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 | $52,771 | $55,932-5.7% | $76,735-31.2% | $67,986-22.4% |
| Participation rate | 36.9% | 50.8%-13.9pp | 69.5%-32.6pp | 57.2%-20.3pp |
| Annual return | 17.27% | 23.10%-5.8pp | 29.77%-12.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $1,022 | $1,487-31.3% | $2,454-58.4% | $2,019-49.4% |
| Participant deferral / active EE | $3,801 | $2,558+48.6% | $4,088-7.0% | $3,358+13.2% |
| Admin fee / account holder | $5,631 | $4,907+14.7% | $7,189-21.7% | $3,203+75.8% |