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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 | $110,137-54.1% | $161,149-68.6% | $82,637-38.9% |
| Participation rate | 56.3% | 72.4%-16.1pp | 78.8%-22.6pp | 68.1%-11.8pp |
| Annual return | 18.63% | 20.69%-2.1pp | 21.16%-2.5pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,241 | $2,856-21.5% | $4,360-48.6% | $2,552-12.2% |
| Participant deferral / active EE | $4,346 | $4,575-5.0% | $6,153-29.4% | $4,126+5.3% |
| Admin fee / account holder | $1,158 | $9,467-87.8% | $15,194-92.4% | $7,339-84.2% |