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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 | $45,702 | $51,222-10.8% | $70,544-35.2% | $75,173-39.2% |
| Participation rate | 50.0% | 61.0%-11.0pp | 68.4%-18.4pp | 67.2%-17.2pp |
| Annual return | 28.95% | 30.06%-1.1pp | 32.79%-3.8pp | 160.72%-131.8pp |
| Employer contribution / active EE | $1,719 | $1,827-5.9% | $2,976-42.2% | $2,671-35.6% |
| Participant deferral / active EE | $4,528 | $2,850+58.9% | $4,568-0.9% | $4,126+9.7% |
| Admin fee / account holder | $3,214 | $4,096-21.5% | $6,427-50.0% | $5,651-43.1% |