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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 | $44,932 | $63,949-29.7% | $129,031-65.2% | $94,015-52.2% |
| Participation rate | 56.3% | 63.4%-7.2pp | 73.4%-17.1pp | 70.8%-14.6pp |
| Annual return | 15.23% | 17.56%-2.3pp | 34.67%-19.4pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,350 | $1,865-27.6% | $3,226-58.1% | $2,790-51.6% |
| Participant deferral / active EE | $4,222 | $3,686+14.5% | $5,217-19.1% | $4,249-0.6% |
| Admin fee / account holder | $7,755 | $5,523+40.4% | $13,208-41.3% | $8,951-13.4% |