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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 | $42,101 | $103,164-59.2% | $90,259-53.4% | $154,746-72.8% |
| Participation rate | 52.2% | 76.1%-23.9pp | 70.7%-18.6pp | 80.7%-28.5pp |
| Annual return | 18.93% | 19.25%-0.3pp | 18.88%+0.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,465 | $2,532-42.1% | $2,291-36.0% | $4,379-66.5% |
| Participant deferral / active EE | $4,031 | $4,422-8.8% | $3,827+5.3% | $6,730-40.1% |
| Admin fee / account holder | $11,261 | $8,593+31.0% | $7,267+55.0% | $14,365-21.6% |