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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 | $58,627-16.5% | $76,735-36.2% | $82,448-40.6% |
| Participation rate | 60.4% | 63.2%-2.8pp | 69.5%-9.1pp | 68.1%-7.7pp |
| Annual return | 15.69% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,027 | $1,729+17.2% | $2,454-17.4% | $2,551-20.5% |
| Participant deferral / active EE | $3,081 | $3,134-1.7% | $4,088-24.6% | $4,139-25.6% |
| Admin fee / account holder | $440 | $5,323-91.7% | $7,189-93.9% | $7,234-93.9% |