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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 | $49,136 | $106,864-54.0% | $147,318-66.6% | $82,637-40.5% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 24.45% | 27.49%-3.0pp | 70.43%-46.0pp | 53.51%-29.1pp |
| Employer contribution / active EE | $2,890 | $3,417-15.4% | $4,593-37.1% | $2,552+13.2% |
| Participant deferral / active EE | $7,339 | $6,496+13.0% | $7,906-7.2% | $4,126+77.9% |
| Admin fee / account holder | $1,914 | $8,415-77.3% | $13,708-86.0% | $7,339-73.9% |