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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 | $46,319 | $76,551-39.5% | $123,894-62.6% | $62,881-26.3% |
| Participation rate | 58.3% | 73.0%-14.6pp | 81.4%-23.1pp | 69.3%-11.0pp |
| Annual return | 9.75% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,886 | $2,882+0.1% | $4,617-37.5% | $2,281+26.5% |
| Participant deferral / active EE | $7,749 | $4,840+60.1% | $5,984+29.5% | $3,203+141.9% |
| Admin fee / account holder | $5,450 | $4,826+12.9% | $8,357-34.8% | $4,296+26.9% |