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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 | $47,724 | $43,338+10.1% | $59,887-20.3% | $64,173-25.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | 9.88% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,040 | $2,030+0.5% | $2,722-25.1% | $2,381-14.3% |
| Participant deferral / active EE | $1,817 | $2,547-28.7% | $3,402-46.6% | $3,470-47.6% |
| Admin fee / account holder | $704 | $3,007-76.6% | $3,591-80.4% | $4,887-85.6% |