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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 | $23,186 | $51,166-54.7% | $70,544-67.1% | $71,511-67.6% |
| Participation rate | 45.1% | 59.4%-14.3pp | 68.4%-23.3pp | 67.9%-22.8pp |
| Annual return | 34.62% | 42.71%-8.1pp | 32.79%+1.8pp | 28.86%+5.8pp |
| Employer contribution / active EE | $1,666 | $1,793-7.1% | $2,976-44.0% | $2,589-35.7% |
| Participant deferral / active EE | $2,853 | $3,031-5.9% | $4,568-37.5% | $4,291-33.5% |
| Admin fee / account holder | $2,598 | $2,000+29.9% | $6,427-59.6% | $1,588+63.6% |