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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 | $67,826 | $74,535-9.0% | $100,712-32.7% | $82,637-17.9% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 19.34% | 18.92%+0.4pp | 33.27%-13.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,346 | $1,503-10.4% | $2,313-41.8% | $2,552-47.2% |
| Participant deferral / active EE | $2,543 | $3,074-17.3% | $4,085-37.8% | $4,126-38.4% |
| Admin fee / account holder | $4,406 | $6,576-33.0% | $9,256-52.4% | $7,339-40.0% |