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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 | $36,377 | $79,955-54.5% | $98,461-63.1% | $75,173-51.6% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.2%-27.2pp | 67.2%-19.2pp |
| Annual return | 21.98% | 19.75%+2.2pp | 21.17%+0.8pp | 160.72%-138.7pp |
| Employer contribution / active EE | $1,969 | $2,264-13.0% | $3,049-35.4% | $2,671-26.3% |
| Participant deferral / active EE | $2,165 | $3,752-42.3% | $4,738-54.3% | $4,126-47.5% |
| Admin fee / account holder | $1,694 | $6,841-75.2% | $8,961-81.1% | $5,651-70.0% |