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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 | $54,449 | $58,493-6.9% | $84,023-35.2% | $72,976-25.4% |
| Participation rate | 49.3% | 61.2%-11.9pp | 69.0%-19.7pp | 69.5%-20.2pp |
| Annual return | 24.32% | 28.93%-4.6pp | 71.32%-47.0pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,309 | $1,163+12.6% | $1,984-34.0% | $2,440-46.3% |
| Participant deferral / active EE | $3,602 | $2,394+50.5% | $3,239+11.2% | $3,608-0.2% |
| Admin fee / account holder | $3,057 | $4,569-33.1% | $6,102-49.9% | $5,124-40.4% |