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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 | $43,139 | $52,682-18.1% | $78,004-44.7% | $64,097-32.7% |
| Participation rate | 57.5% | 47.7%+9.8pp | 69.4%-11.9pp | 55.2%+2.4pp |
| Annual return | 20.40% | 22.45%-2.0pp | 31.07%-10.7pp | 34.64%-14.2pp |
| Employer contribution / active EE | $2,500 | $1,323+89.0% | $2,469+1.3% | $1,891+32.2% |
| Participant deferral / active EE | $3,993 | $2,346+70.2% | $4,092-2.4% | $3,080+29.6% |
| Admin fee / account holder | $7,033 | $5,420+29.8% | $7,578-7.2% | $3,454+103.6% |