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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 | $47,354 | $76,551-38.1% | $123,894-61.8% | $62,881-24.7% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 6.56% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,727 | $2,882-40.1% | $4,617-62.6% | $2,281-24.3% |
| Participant deferral / active EE | $3,614 | $4,840-25.3% | $5,984-39.6% | $3,203+12.8% |
| Admin fee / account holder | $12,299 | $4,826+154.9% | $8,357+47.2% | $4,296+186.3% |