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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 | $50,878 | $95,453-46.7% | $112,040-54.6% | $82,448-38.3% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.5%-7.6pp | 68.1%+0.8pp |
| Annual return | 38.69% | 23.92%+14.8pp | 24.52%+14.2pp | 41.64%-3.0pp |
| Employer contribution / active EE | $1,323 | $2,318-42.9% | $2,954-55.2% | $2,551-48.1% |
| Participant deferral / active EE | $4,232 | $4,224+0.2% | $5,098-17.0% | $4,139+2.2% |
| Admin fee / account holder | $1,834 | $9,013-79.7% | $12,098-84.8% | $7,234-74.7% |