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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 | $57,632 | $63,904-9.8% | $89,340-35.5% | $67,986-15.2% |
| Participation rate | 49.5% | 54.3%-4.8pp | 69.6%-20.1pp | 57.2%-7.7pp |
| Annual return | 19.41% | 18.09%+1.3pp | 20.57%-1.2pp | 31.67%-12.3pp |
| Employer contribution / active EE | $1,951 | $1,627+19.9% | $2,231-12.5% | $2,019-3.3% |
| Participant deferral / active EE | $4,029 | $2,691+49.7% | $3,823+5.4% | $3,358+20.0% |
| Admin fee / account holder | $1,320 | $3,315-60.2% | $6,704-80.3% | $3,203-58.8% |