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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 | $69,444-31.5% | $92,985-48.9% | $87,485-45.6% |
| Participation rate | 52.9% | 63.3%-10.4pp | 69.5%-16.6pp | 68.9%-16.1pp |
| Annual return | 18.52% | 23.85%-5.3pp | 27.99%-9.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,961 | $1,917+2.3% | $2,662-26.3% | $2,596-24.4% |
| Participant deferral / active EE | $3,990 | $3,364+18.6% | $4,377-8.8% | $4,274-6.6% |
| Admin fee / account holder | $6,862 | $6,137+11.8% | $9,463-27.5% | $7,775-11.7% |