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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 | $44,786 | $83,485-46.4% | $125,180-64.2% | $72,983-38.6% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.5%-17.9pp |
| Annual return | 22.63% | 25.78%-3.2pp | 43.79%-21.2pp | 81.01%-58.4pp |
| Employer contribution / active EE | $2,251 | $2,346-4.0% | $3,866-41.8% | $2,440-7.7% |
| Participant deferral / active EE | $3,971 | $3,586+10.8% | $4,937-19.6% | $3,608+10.1% |
| Admin fee / account holder | $764 | $5,518-86.2% | $9,703-92.1% | $5,124-85.1% |