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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 | $42,702 | $181,898-76.5% | $156,552-72.7% | $273,970-84.4% |
| Participation rate | 52.4% | 88.4%-36.0pp | 84.0%-31.6pp | 83.0%-30.6pp |
| Annual return | 3.66% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,767 | $6,248-55.7% | $5,501-49.7% | $4,869-43.2% |
| Participant deferral / active EE | $5,907 | $5,550+6.4% | $4,871+21.3% | $5,287+11.7% |
| Admin fee / account holder | $383 | $15,560-97.5% | $13,028-97.1% | $10,132-96.2% |