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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 | $64,462-21.8% | $81,482-38.1% | $80,911-37.7% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.5%-12.4pp | 67.6%-10.5pp |
| Annual return | 31.81% | 16.35%+15.5pp | 24.79%+7.0pp | 35.63%-3.8pp |
| Employer contribution / active EE | $1,903 | $1,979-3.8% | $2,463-22.7% | $2,756-31.0% |
| Participant deferral / active EE | $3,427 | $3,094+10.8% | $3,885-11.8% | $4,297-20.2% |
| Admin fee / account holder | $1,492 | $5,678-73.7% | $5,761-74.1% | $6,935-78.5% |