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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 | $64,512 | $108,825-40.7% | $156,181-58.7% | $82,448-21.8% |
| Participation rate | 48.1% | 72.4%-24.3pp | 78.8%-30.8pp | 68.1%-20.0pp |
| Annual return | 19.16% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,268 | $2,870-21.0% | $4,294-47.2% | $2,551-11.1% |
| Participant deferral / active EE | $3,906 | $4,577-14.7% | $6,132-36.3% | $4,139-5.6% |
| Admin fee / account holder | $1,032 | $9,341-89.0% | $14,586-92.9% | $7,234-85.7% |