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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 | $49,347 | $59,839-17.5% | $81,991-39.8% | $79,852-38.2% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.3%-6.8pp | 69.6%-7.1pp |
| Annual return | 15.24% | 17.56%-2.3pp | 41.31%-26.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $708 | $1,713-58.7% | $2,498-71.6% | $2,471-71.3% |
| Participant deferral / active EE | $3,876 | $2,695+43.8% | $3,722+4.1% | $3,740+3.6% |
| Admin fee / account holder | $2,419 | $4,287-43.6% | $5,665-57.3% | $5,306-54.4% |