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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 | $64,370 | $101,778-36.8% | $164,975-61.0% | $80,925-20.5% |
| Participation rate | 52.0% | 71.8%-19.8pp | 78.6%-26.6pp | 67.7%-15.7pp |
| Annual return | 17.71% | 16.73%+1.0pp | 70.12%-52.4pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,430 | $2,954-51.6% | $4,343-67.1% | $2,756-48.1% |
| Participant deferral / active EE | $2,773 | $4,477-38.1% | $6,033-54.0% | $4,299-35.5% |
| Admin fee / account holder | $9,351 | $8,221+13.7% | $12,688-26.3% | $6,940+34.7% |