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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 | $95,404-50.4% | $113,397-58.3% | $82,637-42.8% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 20.31% | 19.08%+1.2pp | 23.20%-2.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $2,155 | $2,307-6.6% | $2,977-27.6% | $2,552-15.5% |
| Participant deferral / active EE | $3,326 | $4,220-21.2% | $5,076-34.5% | $4,126-19.4% |
| Admin fee / account holder | $476 | $9,168-94.8% | $11,957-96.0% | $7,339-93.5% |