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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 | $48,765 | $181,896-73.2% | $156,551-68.9% | $273,972-82.2% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,296 | $6,248-63.3% | $5,501-58.3% | $4,869-52.8% |
| Participant deferral / active EE | $5,094 | $5,550-8.2% | $4,871+4.6% | $5,287-3.7% |
| Admin fee / account holder | $1,568 | $15,560-89.9% | $13,028-88.0% | $10,133-84.5% |