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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 | $50,409 | $63,809-21.0% | $81,353-38.0% | $80,935-37.7% |
| Participation rate | 57.1% | 63.9%-6.8pp | 69.5%-12.4pp | 67.7%-10.5pp |
| Annual return | 31.81% | 16.37%+15.4pp | 24.82%+7.0pp | 35.66%-3.9pp |
| Employer contribution / active EE | $1,903 | $1,981-3.9% | $2,464-22.8% | $2,757-31.0% |
| Participant deferral / active EE | $3,427 | $3,093+10.8% | $3,885-11.8% | $4,299-20.3% |
| Admin fee / account holder | $1,492 | $5,686-73.8% | $5,766-74.1% | $6,924-78.5% |