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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 | $49,772 | $76,834-35.2% | $108,359-54.1% | $87,485-43.1% |
| Participation rate | 55.6% | 61.7%-6.2pp | 70.1%-14.6pp | 68.9%-13.4pp |
| Annual return | 15.25% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,715 | $1,556+10.2% | $2,399-28.5% | $2,596-33.9% |
| Participant deferral / active EE | $3,812 | $3,100+23.0% | $4,137-7.9% | $4,274-10.8% |
| Admin fee / account holder | $3,780 | $6,537-42.2% | $9,741-61.2% | $7,775-51.4% |