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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 | $47,727 | $86,949-45.1% | $102,460-53.4% | $80,959-41.0% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.7%-4.3pp |
| Annual return | 13.79% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,175 | $2,370-8.2% | $3,025-28.1% | $2,757-21.1% |
| Participant deferral / active EE | $3,679 | $4,121-10.7% | $5,056-27.2% | $4,300-14.5% |
| Admin fee / account holder | $6,091 | $8,048-24.3% | $9,460-35.6% | $6,925-12.0% |