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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 | $47,849 | $58,512-18.2% | $84,020-43.1% | $72,983-34.4% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 19.83% | 28.93%-9.1pp | 71.31%-51.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,206 | $1,163+3.7% | $1,984-39.2% | $2,440-50.6% |
| Participant deferral / active EE | $3,698 | $2,394+54.5% | $3,239+14.2% | $3,608+2.5% |
| Admin fee / account holder | $1,424 | $4,569-68.8% | $6,101-76.7% | $5,124-72.2% |