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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 | $46,577 | $78,520-40.7% | $96,576-51.8% | $82,448-43.5% |
| Participation rate | 67.9% | 77.7%-9.9pp | 81.4%-13.6pp | 68.1%-0.2pp |
| Annual return | 22.47% | 41.30%-18.8pp | 38.47%-16.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,778 | $2,630-32.4% | $3,553-50.0% | $2,551-30.3% |
| Participant deferral / active EE | $4,993 | $6,754-26.1% | $7,956-37.3% | $4,139+20.6% |
| Admin fee / account holder | $1,668 | $13,455-87.6% | $11,381-85.3% | $7,234-76.9% |