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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 | $47,560 | $58,627-18.9% | $76,735-38.0% | $82,448-42.3% |
| Participation rate | 52.9% | 63.2%-10.4pp | 69.5%-16.6pp | 68.1%-15.2pp |
| Annual return | 18.52% | 39.10%-20.6pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,961 | $1,729+13.4% | $2,454-20.1% | $2,551-23.1% |
| Participant deferral / active EE | $3,990 | $3,134+27.3% | $4,088-2.4% | $4,139-3.6% |
| Admin fee / account holder | $6,862 | $5,323+28.9% | $7,189-4.6% | $7,234-5.2% |