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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 | $48,622 | $45,082+7.9% | $69,464-30.0% | $72,975-33.4% |
| Participation rate | 68.3% | 68.5%-0.2pp | 74.6%-6.3pp | 69.5%-1.2pp |
| Annual return | 15.37% | 22.66%-7.3pp | 28.98%-13.6pp | 81.01%-65.6pp |
| Employer contribution / active EE | $1,673 | $2,055-18.6% | $2,779-39.8% | $2,440-31.4% |
| Participant deferral / active EE | $2,648 | $2,604+1.7% | $3,536-25.1% | $3,608-26.6% |
| Admin fee / account holder | $5,785 | $3,057+89.3% | $3,840+50.7% | $5,124+12.9% |