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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 | $53,846 | $69,444-22.5% | $92,985-42.1% | $87,485-38.5% |
| Participation rate | 39.4% | 63.3%-23.9pp | 69.5%-30.1pp | 68.9%-29.5pp |
| Annual return | 21.15% | 23.85%-2.7pp | 27.99%-6.8pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,863 | $1,917-2.8% | $2,662-30.0% | $2,596-28.3% |
| Participant deferral / active EE | $5,385 | $3,364+60.1% | $4,377+23.0% | $4,274+26.0% |
| Admin fee / account holder | $7,045 | $6,137+14.8% | $9,463-25.6% | $7,775-9.4% |