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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 | $47,518 | $46,596+2.0% | $64,099-25.9% | $75,181-36.8% |
| Participation rate | 63.5% | 65.9%-2.5pp | 72.3%-8.8pp | 67.2%-3.7pp |
| Annual return | 18.07% | 26.04%-8.0pp | 33.70%-15.6pp | 160.69%-142.6pp |
| Employer contribution / active EE | $662 | $1,975-66.5% | $2,748-75.9% | $2,671-75.2% |
| Participant deferral / active EE | $2,937 | $2,837+3.5% | $3,881-24.3% | $4,126-28.8% |
| Admin fee / account holder | $3,467 | $2,954+17.4% | $3,070+12.9% | $5,650-38.6% |