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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 | $50,819 | $79,955-36.4% | $98,461-48.4% | $75,173-32.4% |
| Participation rate | 63.3% | 70.4%-7.0pp | 75.2%-11.8pp | 67.2%-3.9pp |
| Annual return | 21.15% | 19.75%+1.4pp | 21.17%0pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,909 | $2,264-15.7% | $3,049-37.4% | $2,671-28.5% |
| Participant deferral / active EE | $3,958 | $3,752+5.5% | $4,738-16.5% | $4,126-4.1% |
| Admin fee / account holder | $1,177 | $6,841-82.8% | $8,961-86.9% | $5,651-79.2% |