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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 | $40,175 | $65,246-38.4% | $98,716-59.3% | $67,986-40.9% |
| Participation rate | 52.3% | 51.4%+0.9pp | 69.3%-17.0pp | 57.2%-4.9pp |
| Annual return | 17.61% | 20.58%-3.0pp | 31.81%-14.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,930 | $1,042+85.2% | $2,279-15.3% | $2,019-4.4% |
| Participant deferral / active EE | $3,519 | $2,594+35.6% | $4,048-13.1% | $3,358+4.8% |
| Admin fee / account holder | $3,343 | $4,561-26.7% | $8,703-61.6% | $3,203+4.4% |