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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 | $48,966 | $76,564-36.0% | $105,582-53.6% | $94,015-47.9% |
| Participation rate | 60.4% | 65.2%-4.8pp | 71.8%-11.4pp | 70.8%-10.4pp |
| Annual return | 15.69% | 20.69%-5.0pp | 18.61%-2.9pp | 17.84%-2.2pp |
| Employer contribution / active EE | $2,027 | $1,995+1.6% | $2,984-32.1% | $2,790-27.3% |
| Participant deferral / active EE | $3,081 | $3,320-7.2% | $4,353-29.2% | $4,249-27.5% |
| Admin fee / account holder | $440 | $7,129-93.8% | $12,856-96.6% | $8,951-95.1% |