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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 | $52,429 | $76,407-31.4% | $150,298-65.1% | $82,448-36.4% |
| Participation rate | 54.1% | 66.4%-12.3pp | 77.8%-23.6pp | 68.1%-14.0pp |
| Annual return | 23.76% | 39.99%-16.2pp | 62.79%-39.0pp | 41.64%-17.9pp |
| Employer contribution / active EE | $667 | $2,614-74.5% | $4,154-83.9% | $2,551-73.8% |
| Participant deferral / active EE | $4,475 | $3,214+39.2% | $5,453-17.9% | $4,139+8.1% |
| Admin fee / account holder | $12,900 | $6,352+103.1% | $14,116-8.6% | $7,234+78.3% |