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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 | $48,425 | $72,492-33.2% | $87,104-44.4% | $72,975-33.6% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.9%-13.7pp | 69.5%-6.3pp |
| Annual return | 18.76% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,886 | $1,894-0.4% | $2,521-25.2% | $2,440-22.7% |
| Participant deferral / active EE | $2,184 | $3,270-33.2% | $4,048-46.1% | $3,608-39.5% |
| Admin fee / account holder | $2,699 | $5,055-46.6% | $7,491-64.0% | $5,124-47.3% |