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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 | $47,303 | $95,453-50.4% | $112,040-57.8% | $82,448-42.6% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 20.31% | 23.92%-3.6pp | 24.52%-4.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,155 | $2,318-7.0% | $2,954-27.0% | $2,551-15.5% |
| Participant deferral / active EE | $3,326 | $4,224-21.3% | $5,098-34.8% | $4,139-19.6% |
| Admin fee / account holder | $476 | $9,013-94.7% | $12,098-96.1% | $7,234-93.4% |