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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 | $51,139 | $58,523-12.6% | $99,479-48.6% | $72,976-29.9% |
| Participation rate | 59.5% | 64.6%-5.2pp | 73.8%-14.4pp | 69.5%-10.0pp |
| Annual return | 20.13% | 28.51%-8.4pp | 30.72%-10.6pp | 81.02%-60.9pp |
| Employer contribution / active EE | $1,614 | $1,512+6.8% | $2,540-36.5% | $2,440-33.9% |
| Participant deferral / active EE | $2,934 | $2,606+12.6% | $3,619-18.9% | $3,608-18.7% |
| Admin fee / account holder | $15,556 | $4,102+279.2% | $6,253+148.8% | $5,124+203.6% |