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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 | $51,285 | $64,734-20.8% | $90,796-43.5% | $64,097-20.0% |
| Participation rate | 40.9% | 53.2%-12.3pp | 69.5%-28.6pp | 55.2%-14.3pp |
| Annual return | 15.51% | 17.77%-2.3pp | 19.29%-3.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $1,555 | $1,703-8.7% | $2,294-32.2% | $1,891-17.8% |
| Participant deferral / active EE | $2,617 | $2,629-0.5% | $3,822-31.5% | $3,080-15.0% |
| Admin fee / account holder | $6,307 | $3,474+81.6% | $7,024-10.2% | $3,454+82.6% |