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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 | $49,663 | $76,551-35.1% | $123,894-59.9% | $62,881-21.0% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 8.52% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,678 | $2,882-7.1% | $4,617-42.0% | $2,281+17.4% |
| Participant deferral / active EE | $3,823 | $4,840-21.0% | $5,984-36.1% | $3,203+19.4% |
| Admin fee / account holder | $3,048 | $4,826-36.8% | $8,357-63.5% | $4,296-29.1% |