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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 | $48,585 | $76,834-36.8% | $108,359-55.2% | $87,485-44.5% |
| Participation rate | 56.8% | 61.7%-5.0pp | 70.1%-13.4pp | 68.9%-12.2pp |
| Annual return | 18.12% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,394 | $1,556-10.4% | $2,399-41.9% | $2,596-46.3% |
| Participant deferral / active EE | $4,017 | $3,100+29.6% | $4,137-2.9% | $4,274-6.0% |
| Admin fee / account holder | $6,722 | $6,537+2.8% | $9,741-31.0% | $7,775-13.5% |