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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 | $38,211 | $91,120-58.1% | $161,149-76.3% | $64,097-40.4% |
| Participation rate | 53.0% | 62.2%-9.2pp | 78.8%-25.9pp | 55.2%-2.2pp |
| Annual return | 18.60% | 17.95%+0.6pp | 21.16%-2.6pp | 34.64%-16.0pp |
| Employer contribution / active EE | $1,357 | $2,284-40.6% | $4,360-68.9% | $1,891-28.3% |
| Participant deferral / active EE | $3,215 | $3,708-13.3% | $6,153-47.7% | $3,080+4.4% |
| Admin fee / account holder | $5,380 | $4,535+18.6% | $15,194-64.6% | $3,454+55.7% |