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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 | $47,746 | $67,595-29.4% | $186,193-74.4% | $64,340-25.8% |
| Participation rate | 50.5% | 51.9%-1.5pp | 77.1%-26.6pp | 55.2%-4.8pp |
| Annual return | 18.37% | 17.46%+0.9pp | 78.03%-59.7pp | 24.14%-5.8pp |
| Employer contribution / active EE | $1,808 | $1,513+19.5% | $3,918-53.9% | $1,862-2.9% |
| Participant deferral / active EE | $3,051 | $3,023+0.9% | $6,513-53.2% | $2,980+2.4% |
| Admin fee / account holder | $3,975 | $5,311-25.2% | $11,058-64.1% | $3,703+7.4% |