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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 | $48,979 | $184,014-73.4% | $161,149-69.6% | $138,895-64.7% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.8%-33.0pp | 79.9%-34.1pp |
| Annual return | 16.11% | 21.52%-5.4pp | 21.16%-5.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,174 | $5,055-37.2% | $4,360-27.2% | $4,194-24.3% |
| Participant deferral / active EE | $4,832 | $6,909-30.1% | $6,153-21.5% | $6,396-24.5% |
| Admin fee / account holder | $832 | $18,027-95.4% | $15,194-94.5% | $12,562-93.4% |