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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 | $53,489 | $73,787-27.5% | $98,716-45.8% | $82,448-35.1% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.3%-33.6pp | 68.1%-32.4pp |
| Annual return | 38.87% | 18.57%+20.3pp | 31.81%+7.1pp | 41.64%-2.8pp |
| Employer contribution / active EE | $1,508 | $1,511-0.2% | $2,279-33.8% | $2,551-40.9% |
| Participant deferral / active EE | $2,704 | $3,081-12.3% | $4,048-33.2% | $4,139-34.7% |
| Admin fee / account holder | $6,149 | $6,500-5.4% | $8,703-29.3% | $7,234-15.0% |