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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 | $49,720 | $72,273-31.2% | $101,275-50.9% | $79,856-37.7% |
| Participation rate | 52.1% | 68.5%-16.4pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 16.97% | 22.30%-5.3pp | 46.48%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,823 | $2,691-32.3% | $3,660-50.2% | $2,471-26.2% |
| Participant deferral / active EE | $3,378 | $3,282+2.9% | $4,371-22.7% | $3,741-9.7% |
| Admin fee / account holder | $1,415 | $4,401-67.8% | $5,948-76.2% | $5,306-73.3% |