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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 | $45,199 | $181,896-75.2% | $156,551-71.1% | $273,972-83.5% |
| Participation rate | 54.2% | 88.4%-34.2pp | 84.0%-29.8pp | 83.0%-28.8pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,917 | $6,248-53.3% | $5,501-47.0% | $4,869-40.1% |
| Participant deferral / active EE | $3,452 | $5,550-37.8% | $4,871-29.1% | $5,287-34.7% |
| Admin fee / account holder | $718 | $15,560-95.4% | $13,028-94.5% | $10,133-92.9% |