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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 | $52,805 | $86,949-39.3% | $102,460-48.5% | $80,959-34.8% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-13.0pp |
| Annual return | 17.64% | 18.89%-1.3pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,847 | $2,370+20.1% | $3,025-5.9% | $2,757+3.3% |
| Participant deferral / active EE | $5,250 | $4,121+27.4% | $5,056+3.8% | $4,300+22.1% |
| Admin fee / account holder | $356 | $8,048-95.6% | $9,460-96.2% | $6,925-94.9% |