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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 | $50,977 | $81,476-37.4% | $102,383-50.2% | $80,925-37.0% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 21.12% | 25.59%-4.5pp | 24.94%-3.8pp | 35.65%-14.5pp |
| Employer contribution / active EE | $1,595 | $3,105-48.6% | $3,870-58.8% | $2,756-42.1% |
| Participant deferral / active EE | $6,776 | $3,871+75.0% | $5,060+33.9% | $4,299+57.6% |
| Admin fee / account holder | $4,527 | $6,717-32.6% | $8,391-46.1% | $6,940-34.8% |