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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 | $39,859 | $86,919-54.1% | $102,457-61.1% | $80,911-50.7% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.6%-14.9pp |
| Annual return | 20.07% | 18.90%+1.2pp | 29.41%-9.3pp | 35.63%-15.6pp |
| Employer contribution / active EE | $2,258 | $2,368-4.6% | $3,022-25.3% | $2,756-18.1% |
| Participant deferral / active EE | $5,082 | $4,119+23.4% | $5,054+0.5% | $4,297+18.3% |
| Admin fee / account holder | $7,384 | $8,049-8.3% | $9,451-21.9% | $6,935+6.5% |