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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 | $47,010 | $58,057-19.0% | $97,032-51.6% | $86,983-46.0% |
| Participation rate | 46.9% | 60.4%-13.5pp | 71.6%-24.7pp | 69.5%-22.7pp |
| Annual return | 19.92% | 22.26%-2.3pp | 35.38%-15.5pp | 25.83%-5.9pp |
| Employer contribution / active EE | $1,729 | $1,663+3.9% | $2,629-34.2% | $2,584-33.1% |
| Participant deferral / active EE | $3,973 | $3,244+22.5% | $4,672-15.0% | $4,194-5.3% |
| Admin fee / account holder | $7,813 | $4,839+61.5% | $9,418-17.0% | $7,856-0.5% |