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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 | $48,401 | $67,602-28.4% | $82,312-41.2% | $70,126-31.0% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 18.03% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $983 | $1,755-44.0% | $2,428-59.5% | $2,343-58.0% |
| Participant deferral / active EE | $2,612 | $2,987-12.6% | $3,706-29.5% | $3,332-21.6% |
| Admin fee / account holder | $7,207 | $4,512+59.7% | $5,608+28.5% | $4,645+55.1% |