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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 | $47,980 | $57,590-16.7% | $86,233-44.4% | $82,448-41.8% |
| Participation rate | 55.6% | 57.9%-2.3pp | 69.0%-13.5pp | 68.1%-12.5pp |
| Annual return | 23.76% | 22.41%+1.3pp | 61.39%-37.6pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,778 | $1,655+7.4% | $2,504-29.0% | $2,551-30.3% |
| Participant deferral / active EE | $4,372 | $3,080+42.0% | $4,559-4.1% | $4,139+5.6% |
| Admin fee / account holder | $2,899 | $4,730-38.7% | $8,342-65.3% | $7,234-59.9% |