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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 | $52,041 | $48,078+8.2% | $78,676-33.9% | $62,881-17.2% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.6%-14.2pp | 69.3%-9.9pp |
| Annual return | 7.48% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,902 | $2,015-5.6% | $2,850-33.3% | $2,281-16.6% |
| Participant deferral / active EE | $2,703 | $2,587+4.5% | $3,517-23.1% | $3,203-15.6% |
| Admin fee / account holder | $4,472 | $3,206+39.5% | $4,510-0.8% | $4,296+4.1% |