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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 | $47,869 | $107,733-55.6% | $92,985-48.5% | $154,746-69.1% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 7.49% | 30.39%-22.9pp | 27.99%-20.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,052 | $3,126-34.4% | $2,662-22.9% | $4,379-53.1% |
| Participant deferral / active EE | $2,953 | $5,053-41.6% | $4,377-32.5% | $6,730-56.1% |
| Admin fee / account holder | $840 | $11,369-92.6% | $9,463-91.1% | $14,365-94.2% |