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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 | $35,395 | $45,343-21.9% | $150,298-76.5% | $67,986-47.9% |
| Participation rate | 45.9% | 51.9%-6.0pp | 77.8%-31.9pp | 57.2%-11.3pp |
| Annual return | 18.37% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,551 | $1,462+6.1% | $4,154-62.7% | $2,019-23.2% |
| Participant deferral / active EE | $1,935 | $2,055-5.8% | $5,453-64.5% | $3,358-42.4% |
| Admin fee / account holder | $2,279 | $2,250+1.3% | $14,116-83.9% | $3,203-28.8% |