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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 | $46,824 | $52,580-10.9% | $71,671-34.7% | $70,126-33.2% |
| Participation rate | 59.5% | 60.9%-1.4pp | 68.7%-9.2pp | 69.5%-10.0pp |
| Annual return | 13.84% | 20.25%-6.4pp | 20.65%-6.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $419 | $1,616-74.0% | $2,460-82.9% | $2,343-82.1% |
| Participant deferral / active EE | $4,253 | $2,386+78.3% | $3,438+23.7% | $3,332+27.7% |
| Admin fee / account holder | $1,912 | $3,653-47.6% | $5,558-65.6% | $4,645-58.8% |