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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 | $32,133 | $50,534-36.4% | $213,469-84.9% | $64,340-50.1% |
| Participation rate | 50.2% | 46.3%+3.9pp | 77.1%-26.9pp | 55.2%-5.0pp |
| Annual return | 23.75% | 38.98%-15.2pp | 20.58%+3.2pp | 24.14%-0.4pp |
| Employer contribution / active EE | $1,320 | $1,419-7.0% | $4,994-73.6% | $1,862-29.1% |
| Participant deferral / active EE | $3,252 | $2,901+12.1% | $6,841-52.5% | $2,980+9.1% |
| Admin fee / account holder | $1,673 | $4,263-60.7% | $27,141-93.8% | $3,703-54.8% |