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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 | $47,308 | $83,061-43.0% | $126,068-62.5% | $94,015-49.7% |
| Participation rate | 69.0% | 81.2%-12.2pp | 84.7%-15.7pp | 70.8%-1.9pp |
| Annual return | 18.68% | 20.41%-1.7pp | 15.01%+3.7pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,803 | $2,864-37.0% | $3,968-54.6% | $2,790-35.4% |
| Participant deferral / active EE | $4,971 | $7,042-29.4% | $8,214-39.5% | $4,249+17.0% |
| Admin fee / account holder | $637 | $7,208-91.2% | $18,264-96.5% | $8,951-92.9% |