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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 | $47,136 | $99,633-52.7% | $183,328-74.3% | $82,448-42.8% |
| Participation rate | 67.6% | 70.8%-3.1pp | 77.3%-9.7pp | 68.1%-0.4pp |
| Annual return | 19.71% | 17.84%+1.9pp | 29.67%-10.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,709 | $3,256+13.9% | $5,055-26.6% | $2,551+45.4% |
| Participant deferral / active EE | $7,382 | $4,938+49.5% | $6,795+8.6% | $4,139+78.3% |
| Admin fee / account holder | $3,618 | $9,934-63.6% | $21,427-83.1% | $7,234-50.0% |