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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 | $50,529 | $115,931-56.4% | $185,441-72.8% | $86,983-41.9% |
| Participation rate | 56.3% | 73.6%-17.4pp | 80.3%-24.0pp | 69.5%-13.3pp |
| Annual return | 18.63% | 21.47%-2.8pp | 20.16%-1.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $2,241 | $2,937-23.7% | $4,672-52.0% | $2,584-13.3% |
| Participant deferral / active EE | $4,346 | $4,551-4.5% | $6,152-29.3% | $4,194+3.6% |
| Admin fee / account holder | $1,158 | $10,687-89.2% | $17,890-93.5% | $7,856-85.3% |