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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 | $32,572 | $47,848-31.9% | $81,473-60.0% | $70,126-53.6% |
| Participation rate | 51.4% | 58.3%-6.9pp | 68.0%-16.6pp | 69.5%-18.2pp |
| Annual return | 18.05% | 27.25%-9.2pp | 38.78%-20.7pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,692 | $1,527+10.8% | $2,568-34.1% | $2,343-27.8% |
| Participant deferral / active EE | $3,313 | $2,453+35.1% | $3,537-6.3% | $3,332-0.6% |
| Admin fee / account holder | $8,631 | $3,145+174.5% | $4,561+89.2% | $4,645+85.8% |