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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 | $34,286 | $60,349-43.2% | $74,184-53.8% | $62,881-45.5% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 7.85% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,978 | $1,680+17.7% | $2,370-16.5% | $2,281-13.3% |
| Participant deferral / active EE | $5,842 | $2,856+104.5% | $3,550+64.6% | $3,203+82.4% |
| Admin fee / account holder | $12,218 | $4,261+186.7% | $5,586+118.7% | $4,296+184.4% |