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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 | $49,324 | $57,061-13.6% | $85,063-42.0% | $80,911-39.0% |
| Participation rate | 58.8% | 56.3%+2.5pp | 67.5%-8.7pp | 67.6%-8.8pp |
| Annual return | 13.86% | 21.66%-7.8pp | 66.54%-52.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,199 | $1,799+22.2% | $2,727-19.4% | $2,756-20.2% |
| Participant deferral / active EE | $3,568 | $3,110+14.7% | $4,523-21.1% | $4,297-17.0% |
| Admin fee / account holder | $2,440 | $4,986-51.1% | $6,155-60.4% | $6,935-64.8% |