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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 | $49,168 | $72,492-32.2% | $87,104-43.6% | $72,975-32.6% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 26.23% | 24.46%+1.8pp | 28.19%-2.0pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,885 | $1,894-0.5% | $2,521-25.2% | $2,440-22.7% |
| Participant deferral / active EE | $3,989 | $3,270+22.0% | $4,048-1.5% | $3,608+10.6% |
| Admin fee / account holder | $5,120 | $5,055+1.3% | $7,491-31.7% | $5,124-0.1% |