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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 | $49,924 | $95,404-47.7% | $113,397-56.0% | $82,637-39.6% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.49% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,288 | $2,307-0.8% | $2,977-23.1% | $2,552-10.3% |
| Participant deferral / active EE | $4,347 | $4,220+3.0% | $5,076-14.4% | $4,126+5.4% |
| Admin fee / account holder | $926 | $9,168-89.9% | $11,957-92.3% | $7,339-87.4% |