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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 | $106,588-55.1% | $94,215-49.2% | $155,188-69.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 70.0%-10.0pp | 80.8%-20.8pp |
| Annual return | 7.49% | 29.39%-21.9pp | 28.22%-20.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $2,052 | $3,080-33.4% | $2,675-23.3% | $4,248-51.7% |
| Participant deferral / active EE | $2,953 | $4,802-38.5% | $4,276-30.9% | $6,531-54.8% |
| Admin fee / account holder | $840 | $12,281-93.2% | $10,216-91.8% | $14,480-94.2% |