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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 | $32,994 | $47,848-31.0% | $81,473-59.5% | $70,126-53.0% |
| Participation rate | 52.5% | 58.3%-5.8pp | 68.0%-15.5pp | 69.5%-17.0pp |
| Annual return | 16.68% | 27.25%-10.6pp | 38.78%-22.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,645 | $1,527+7.7% | $2,568-36.0% | $2,343-29.8% |
| Participant deferral / active EE | $3,327 | $2,453+35.6% | $3,537-5.9% | $3,332-0.2% |
| Admin fee / account holder | $4,048 | $3,145+28.7% | $4,561-11.3% | $4,645-12.9% |