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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 | $47,847 | $43,075+11.1% | $74,577-35.8% | $62,881-23.9% |
| Participation rate | 53.3% | 58.1%-4.8pp | 68.1%-14.9pp | 69.3%-16.0pp |
| Annual return | 12.26% | 17.50%-5.2pp | 20.47%-8.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,101 | $1,498-26.5% | $2,525-56.4% | $2,281-51.7% |
| Participant deferral / active EE | $2,840 | $2,389+18.9% | $3,458-17.9% | $3,203-11.3% |
| Admin fee / account holder | $3,609 | $2,840+27.1% | $4,138-12.8% | $4,296-16.0% |