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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 | $61,654 | $49,657+24.2% | $93,063-33.8% | $67,986-9.3% |
| Participation rate | 47.6% | 49.9%-2.4pp | 72.1%-24.5pp | 57.2%-9.6pp |
| Annual return | 18.42% | 26.27%-7.8pp | 34.15%-15.7pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,509 | $1,279+18.1% | $2,476-39.0% | $2,019-25.2% |
| Participant deferral / active EE | $3,741 | $2,484+50.6% | $3,958-5.5% | $3,358+11.4% |
| Admin fee / account holder | $4,203 | $2,843+47.9% | $6,033-30.3% | $3,203+31.2% |