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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 | $69,273-27.9% | $90,796-45.0% | $82,637-39.5% |
| Participation rate | 57.5% | 64.0%-6.5pp | 69.5%-12.0pp | 68.1%-10.6pp |
| Annual return | 20.38% | 18.37%+2.0pp | 19.29%+1.1pp | 53.51%-33.1pp |
| Employer contribution / active EE | $2,402 | $1,865+28.8% | $2,294+4.7% | $2,552-5.9% |
| Participant deferral / active EE | $4,927 | $3,047+61.7% | $3,822+28.9% | $4,126+19.4% |
| Admin fee / account holder | $4,159 | $5,511-24.5% | $7,024-40.8% | $7,339-43.3% |