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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 | $33,444 | $41,016-18.5% | $152,093-78.0% | $64,097-47.8% |
| Participation rate | 57.3% | 51.3%+5.9pp | 77.8%-20.5pp | 55.2%+2.1pp |
| Annual return | 22.85% | 39.60%-16.8pp | 66.36%-43.5pp | 34.64%-11.8pp |
| Employer contribution / active EE | $1,558 | $1,342+16.0% | $4,175-62.7% | $1,891-17.7% |
| Participant deferral / active EE | $3,423 | $1,927+77.6% | $5,451-37.2% | $3,080+11.1% |
| Admin fee / account holder | $5,842 | $2,305+153.4% | $14,497-59.7% | $3,454+69.1% |