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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 | $42,683 | $63,456-32.7% | $100,712-57.6% | $64,097-33.4% |
| Participation rate | 42.7% | 49.7%-6.9pp | 69.3%-26.5pp | 55.2%-12.5pp |
| Annual return | 18.30% | 19.65%-1.4pp | 33.27%-15.0pp | 34.64%-16.3pp |
| Employer contribution / active EE | $1,093 | $1,003+9.0% | $2,313-52.8% | $1,891-42.2% |
| Participant deferral / active EE | $3,443 | $2,463+39.8% | $4,085-15.7% | $3,080+11.8% |
| Admin fee / account holder | $5,687 | $4,808+18.3% | $9,256-38.6% | $3,454+64.6% |