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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 | $62,242-15.2% | $105,582-50.0% | $69,733-24.3% |
| Participation rate | 36.9% | 47.3%-10.4pp | 71.8%-34.8pp | 62.5%-25.5pp |
| Annual return | 17.27% | 15.40%+1.9pp | 18.61%-1.3pp | 15.22%+2.1pp |
| Employer contribution / active EE | $1,022 | $1,558-34.4% | $2,984-65.8% | $2,250-54.6% |
| Participant deferral / active EE | $3,801 | $2,462+54.4% | $4,353-12.7% | $3,054+24.4% |
| Admin fee / account holder | $5,631 | $4,615+22.0% | $12,856-56.2% | $3,102+81.5% |