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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 | $59,440-20.0% | $78,004-39.0% | $82,637-42.4% |
| Participation rate | 52.9% | 62.8%-10.0pp | 69.4%-16.6pp | 68.1%-15.2pp |
| Annual return | 18.52% | 40.24%-21.7pp | 31.07%-12.5pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,961 | $1,750+12.1% | $2,469-20.6% | $2,552-23.1% |
| Participant deferral / active EE | $3,990 | $3,138+27.1% | $4,092-2.5% | $4,126-3.3% |
| Admin fee / account holder | $6,862 | $5,504+24.7% | $7,578-9.5% | $7,339-6.5% |