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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 | $52,082 | $97,550-46.6% | $120,344-56.7% | $87,485-40.5% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.7%-12.3pp | 68.9%-4.5pp |
| Annual return | 14.02% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,830 | $2,291-20.1% | $3,020-39.4% | $2,596-29.5% |
| Participant deferral / active EE | $3,289 | $4,230-22.2% | $5,135-35.9% | $4,274-23.0% |
| Admin fee / account holder | $16,582 | $9,543+73.8% | $12,742+30.1% | $7,775+113.3% |