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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 | $25,175 | $62,086-59.5% | $90,259-72.1% | $64,340-60.9% |
| Participation rate | 40.4% | 53.9%-13.5pp | 70.7%-30.3pp | 55.2%-14.8pp |
| Annual return | 24.31% | 16.73%+7.6pp | 18.88%+5.4pp | 24.14%+0.2pp |
| Employer contribution / active EE | $1,459 | $1,883-22.5% | $2,291-36.3% | $1,862-21.6% |
| Participant deferral / active EE | $3,126 | $2,557+22.2% | $3,827-18.3% | $2,980+4.9% |
| Admin fee / account holder | $6,936 | $3,317+109.1% | $7,267-4.6% | $3,703+87.3% |