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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 | $49,982 | $86,949-42.5% | $102,460-51.2% | $80,959-38.3% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.7%-11.6pp |
| Annual return | 17.63% | 18.89%-1.3pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,936 | $2,370+23.9% | $3,025-3.0% | $2,757+6.5% |
| Participant deferral / active EE | $7,533 | $4,121+82.8% | $5,056+49.0% | $4,300+75.2% |
| Admin fee / account holder | $5,677 | $8,048-29.5% | $9,460-40.0% | $6,925-18.0% |