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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 | $38,899 | $45,343-14.2% | $150,298-74.1% | $67,986-42.8% |
| Participation rate | 52.1% | 51.9%+0.3pp | 77.8%-25.6pp | 57.2%-5.1pp |
| Annual return | 21.72% | 33.28%-11.6pp | 62.79%-41.1pp | 31.67%-9.9pp |
| Employer contribution / active EE | $1,636 | $1,462+11.9% | $4,154-60.6% | $2,019-19.0% |
| Participant deferral / active EE | $3,630 | $2,055+76.7% | $5,453-33.4% | $3,358+8.1% |
| Admin fee / account holder | $3,310 | $2,250+47.1% | $14,116-76.5% | $3,203+3.3% |