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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 | $47,180 | $58,523-19.4% | $99,475-52.6% | $72,975-35.3% |
| Participation rate | 57.1% | 64.6%-7.5pp | 73.8%-16.7pp | 69.5%-12.3pp |
| Annual return | 21.97% | 28.51%-6.5pp | 30.72%-8.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $2,246 | $1,512+48.6% | $2,540-11.6% | $2,440-8.0% |
| Participant deferral / active EE | $5,977 | $2,606+129.3% | $3,619+65.2% | $3,608+65.7% |
| Admin fee / account holder | $682 | $4,102-83.4% | $6,252-89.1% | $5,124-86.7% |