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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 | $47,502 | $53,596-11.4% | $90,657-47.6% | $64,173-26.0% |
| Participation rate | 58.3% | 64.5%-6.2pp | 74.0%-15.7pp | 69.6%-11.2pp |
| Annual return | 6.80% | 4.41%+2.4pp | 1.89%+4.9pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,046 | $1,503-30.4% | $2,532-58.7% | $2,381-56.0% |
| Participant deferral / active EE | $2,007 | $2,459-18.4% | $3,424-41.4% | $3,470-42.2% |
| Admin fee / account holder | $3,016 | $3,868-22.0% | $4,994-39.6% | $4,887-38.3% |