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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 | $49,197 | $93,617-47.4% | $135,982-63.8% | $75,177-34.6% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 18.48% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,279 | $3,538-35.6% | $4,859-53.1% | $2,671-14.7% |
| Participant deferral / active EE | $3,257 | $6,406-49.2% | $7,760-58.0% | $4,126-21.1% |
| Admin fee / account holder | $3,320 | $6,980-52.4% | $10,767-69.2% | $5,651-41.3% |