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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 | $58,048-9.1% | $94,215-44.0% | $65,306-19.2% |
| Participation rate | 36.9% | 45.3%-8.4pp | 70.0%-33.0pp | 57.7%-20.7pp |
| Annual return | 17.27% | 19.61%-2.3pp | 28.22%-10.9pp | 21.94%-4.7pp |
| Employer contribution / active EE | $1,022 | $1,427-28.4% | $2,675-61.8% | $1,967-48.1% |
| Participant deferral / active EE | $3,801 | $2,407+57.9% | $4,276-11.1% | $2,959+28.4% |
| Admin fee / account holder | $5,631 | $4,610+22.1% | $10,216-44.9% | $3,480+61.8% |