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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 | $48,284 | $76,564-36.9% | $105,582-54.3% | $94,015-48.6% |
| Participation rate | 64.3% | 65.2%-0.9pp | 71.8%-7.5pp | 70.8%-6.5pp |
| Annual return | 13.01% | 20.69%-7.7pp | 18.61%-5.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $2,507 | $1,995+25.7% | $2,984-16.0% | $2,790-10.1% |
| Participant deferral / active EE | $2,652 | $3,320-20.1% | $4,353-39.1% | $4,249-37.6% |
| Admin fee / account holder | $4,763 | $7,129-33.2% | $12,856-63.0% | $8,951-46.8% |