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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 | $49,202 | $91,760-46.4% | $156,181-68.5% | $67,986-27.6% |
| Participation rate | 54.3% | 65.0%-10.7pp | 78.8%-24.5pp | 57.2%-2.9pp |
| Annual return | 18.38% | 18.14%+0.2pp | 64.87%-46.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $896 | $2,419-63.0% | $4,294-79.1% | $2,019-55.6% |
| Participant deferral / active EE | $3,382 | $3,960-14.6% | $6,132-44.8% | $3,358+0.7% |
| Admin fee / account holder | $433 | $3,949-89.0% | $14,586-97.0% | $3,203-86.5% |