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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 | $49,190 | $46,599+5.6% | $64,101-23.3% | $75,173-34.6% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.8pp | 67.2%-11.6pp |
| Annual return | 22.54% | 26.06%-3.5pp | 33.72%-11.2pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,378 | $1,975+20.4% | $2,749-13.5% | $2,671-11.0% |
| Participant deferral / active EE | $3,098 | $2,837+9.2% | $3,881-20.2% | $4,126-24.9% |
| Admin fee / account holder | $2,488 | $2,956-15.8% | $3,070-19.0% | $5,651-56.0% |