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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 | $52,314 | $36,948+41.6% | $73,658-29.0% | $87,485-40.2% |
| Participation rate | 37.5% | 46.8%-9.3pp | 57.0%-19.5pp | 68.9%-31.4pp |
| Annual return | 23.08% | 28.64%-5.6pp | 29.72%-6.6pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,281 | $670+91.2% | $1,032+24.1% | $2,596-50.7% |
| Participant deferral / active EE | $2,214 | $1,379+60.5% | $2,062+7.4% | $4,274-48.2% |
| Admin fee / account holder | $1,070 | $2,531-57.7% | $3,357-68.1% | $7,775-86.2% |