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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 | $49,966 | $75,720-34.0% | $90,312-44.7% | $86,983-42.6% |
| Participation rate | 57.5% | 66.3%-8.8pp | 72.9%-15.4pp | 69.5%-12.0pp |
| Annual return | 20.38% | 18.55%+1.8pp | 18.90%+1.5pp | 25.83%-5.4pp |
| Employer contribution / active EE | $2,402 | $1,945+23.5% | $2,243+7.1% | $2,584-7.1% |
| Participant deferral / active EE | $4,927 | $3,001+64.2% | $3,749+31.4% | $4,194+17.5% |
| Admin fee / account holder | $4,159 | $6,201-32.9% | $8,248-49.6% | $7,856-47.1% |